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 CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $19,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,644 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,058 | $35,986-16.5% | $77,482-61.2% | $73,488-59.1% |
| Participation rate | 93.2% | 40.8%+52.3pp | 54.2%+39.0pp | 70.7%+22.5pp |
| Annual return | 11.99% | 19.26%-7.3pp | 54.79%-42.8pp | 28.51%-16.5pp |
| Employer contribution / active EE | $193 | $557-65.4% | $986-80.5% | $2,270-91.5% |
| Participant deferral / active EE | $1,880 | $1,198+57.0% | $1,861+1.0% | $3,740-49.7% |
| Admin fee / account holder | $15 | $466-96.8% | $2,858-99.5% | $513-97.1% |