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 CORPORATION7 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $14,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,850 |
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 | $33,764 | $27,839+21.3% | $58,482-42.3% | $71,457-52.7% |
| Participation rate | 93.4% | 34.5%+58.9pp | 50.9%+42.6pp | 67.9%+25.5pp |
| Annual return | 14.85% | 26.81%-12.0pp | 4239.32%-4224.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $724 | $631+14.8% | $1,053-31.2% | $2,588-72.0% |
| Participant deferral / active EE | $3,381 | $1,206+180.3% | $1,924+75.7% | $4,289-21.2% |
| Admin fee / account holder | $18 | $1,641-98.9% | $2,516-99.3% | $1,587-98.9% |