Filed December 23, 2011
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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $20,113 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,020 | $54,762-68.9% | $90,281-81.1% | $72,985-76.7% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 15.16% | 30.63%-15.5pp | 78.10%-62.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,226 | $2,092-41.4% | $2,854-57.1% | $2,440-49.8% |
| Participant deferral / active EE | $3,132 | $2,887+8.5% | $3,885-19.4% | $3,607-13.2% |
| Admin fee / account holder | $127 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |