Filed November 11, 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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $376,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Adverse opinion. The financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,554 | $66,513+21.1% | $178,490-54.9% | $106,222-24.2% |
| Participation rate | 28.9% | 73.8%-44.9pp | 81.9%-53.0pp | 70.8%-41.9pp |
| Annual return | 16.87% | 21.81%-4.9pp | 151.07%-134.2pp | 21.69%-4.8pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $2,412 | $3,679-34.4% | $5,202-53.6% | $4,600-47.6% |
| Admin fee / account holder | $57 | $53+7.2% | $13,984-99.6% | $78-26.9% |