Filed June 17, 2015 (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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $87,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,270 | $46,173+0.2% | $170,442-72.9% | $69,631-33.5% |
| Participation rate | 91.2% | 63.9%+27.3pp | 83.6%+7.6pp | 70.7%+20.5pp |
| Annual return | 12.54% | 21.62%-9.1pp | 205.93%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $1,726 | $1,610+7.2% | $5,433-68.2% | $2,032-15.1% |
| Participant deferral / active EE | $3,711 | $2,080+78.4% | $4,939-24.9% | $3,224+15.1% |
| Admin fee / account holder | $184 | $116+58.5% | $13,880-98.7% | $110+66.5% |