Filed December 2, 2002
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 8-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 Service code 13 · EIN 35-1140070 | Contract Administrator | $1,268,625 |
CAPFINANCIAL PARTNERS LLC2 years Service code 17 · EIN 26-0058143 | Pension Consulting | $95,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,004 | $66,513+3.7% | $178,490-61.3% | $106,222-35.0% |
| Participation rate | 85.1% | 73.8%+11.4pp | 81.9%+3.2pp | 70.8%+14.3pp |
| Annual return | 15.18% | 21.81%-6.6pp | 151.07%-135.9pp | 21.69%-6.5pp |
| Employer contribution / active EE | $1,762 | $1,776-0.8% | $5,011-64.8% | $2,723-35.3% |
| Participant deferral / active EE | $3,966 | $3,679+7.8% | $5,202-23.8% | $4,600-13.8% |
| Admin fee / account holder | $56 | $53+5.4% | $13,984-99.6% | $78-28.1% |