Filed December 31, 2002 (most recent of 2 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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,420 | $58,694-48.2% | $142,863-78.7% | $85,850-64.6% |
| Participation rate | 65.6% | 58.5%+7.1pp | 71.9%-6.4pp | 69.3%-3.8pp |
| Annual return | 11.36% | 27.72%-16.4pp | 5637.54%-5626.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,244 | $1,423-12.5% | $4,144-70.0% | $2,565-51.5% |
| Participant deferral / active EE | $3,971 | $2,607+52.3% | $3,837+3.5% | $3,952+0.5% |
| Admin fee / account holder | $230 | $4,239-94.6% | $6,560-96.5% | $6,260-96.3% |