Filed August 29, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,069 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,120 | $44,989-8.6% | $170,442-75.9% | $77,958-47.3% |
| Participation rate | 77.1% | 64.6%+12.5pp | 83.6%-6.5pp | 71.6%+5.4pp |
| Annual return | 12.52% | 19.61%-7.1pp | 205.93%-193.4pp | 20.87%-8.3pp |
| Employer contribution / active EE | $3,125 | $1,466+113.2% | $5,433-42.5% | $2,310+35.3% |
| Participant deferral / active EE | $3,447 | $2,208+56.1% | $4,939-30.2% | $3,537-2.5% |
| Admin fee / account holder | $5 | $69-92.9% | $13,880-100.0% | $97-95.0% |