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 CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $20,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,048 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,158 | $39,286-5.4% | $80,716-54.0% | $79,386-53.2% |
| Participation rate | 95.9% | 41.0%+54.9pp | 54.2%+41.7pp | 70.7%+25.2pp |
| Annual return | 9.18% | 98.95%-89.8pp | 87.28%-78.1pp | 116.85%-107.7pp |
| Employer contribution / active EE | $237 | $594-60.1% | $1,160-79.6% | $2,427-90.2% |
| Participant deferral / active EE | $2,429 | $1,264+92.2% | $2,146+13.2% | $4,046-40.0% |
| Admin fee / account holder | $13 | $647-98.0% | $3,380-99.6% | $626-97.9% |