Filed June 6, 2005
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 Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $20,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,100 |
Form 5500 reported that benefits due were not provided when due.
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 | $26,383 | $23,224+13.6% | $71,086-62.9% | $55,725-52.7% |
| Participation rate | 92.6% | 37.9%+54.7pp | 54.7%+37.9pp | 70.9%+21.7pp |
| Annual return | -5.83% | -2.87%-3.0pp | 650.59%-656.4pp | 244.93%-250.8pp |
| Employer contribution / active EE | $412 | $436-5.6% | $1,088-62.2% | $2,078-80.2% |
| Participant deferral / active EE | $2,766 | $929+197.8% | $1,874+47.6% | $3,356-17.6% |
| Admin fee / account holder | $23 | $118-80.7% | $3,082-99.3% | $115-80.2% |