Filed October 18, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $279,166 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,919 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $63,211 | $44,989+40.5% | $170,442-62.9% | $77,958-18.9% |
| Participation rate | 92.7% | 64.6%+28.1pp | 83.6%+9.1pp | 71.6%+21.0pp |
| Annual return | 15.15% | 19.61%-4.5pp | 205.93%-190.8pp | 20.87%-5.7pp |
| Employer contribution / active EE | $1,328 | $1,466-9.4% | $5,433-75.5% | $2,310-42.5% |
| Participant deferral / active EE | $5,119 | $2,208+131.9% | $4,939+3.6% | $3,537+44.7% |
| Admin fee / account holder | $72 | $69+3.9% | $13,880-99.5% | $97-26.4% |