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 CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $19,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,759 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,812 | $25,302+13.9% | $74,701-61.4% | $67,579-57.4% |
| Participation rate | 91.6% | 37.8%+53.8pp | 54.5%+37.2pp | 71.3%+20.4pp |
| Annual return | 19.71% | 10291.17%-10271.5pp | 752.92%-733.2pp | 378.56%-358.8pp |
| Employer contribution / active EE | $298 | $446-33.1% | $1,084-72.5% | $2,148-86.1% |
| Participant deferral / active EE | $2,686 | $954+181.6% | $1,964+36.8% | $3,539-24.1% |
| Admin fee / account holder | $25 | $108-76.9% | $3,333-99.3% | $142-82.5% |