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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,419,997 |
CAPFINANCIAL PARTNERS LLC3 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 | $72,885 | $68,062+7.1% | $185,823-60.8% | $106,520-31.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.7%+14.2pp | 71.3%+24.6pp |
| Annual return | 17.46% | 18.20%-0.7pp | 122.05%-104.6pp | 19.28%-1.8pp |
| Employer contribution / active EE | $2,161 | $1,997+8.2% | $5,167-58.2% | $2,840-23.9% |
| Participant deferral / active EE | $4,878 | $3,990+22.3% | $5,568-12.4% | $4,948-1.4% |
| Admin fee / account holder | $56 | $53+5.3% | $16,237-99.7% | $75-25.4% |