Filed December 6, 2001
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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $116,704 |
TRG INVESTMENT ADVISORS, LLC4 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $51,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,451 | $50,982+26.4% | $154,803-58.4% | $85,563-24.7% |
| Participation rate | 54.5% | 59.8%-5.3pp | 78.1%-23.6pp | 66.0%-11.5pp |
| Annual return | 13.20% | 30.35%-17.2pp | 58.88%-45.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $993 | $1,708-41.8% | $4,305-76.9% | $2,654-62.6% |
| Participant deferral / active EE | $4,112 | $2,474+66.2% | $5,540-25.8% | $4,375-6.0% |
| Admin fee / account holder | $227 | $846-73.2% | $14,329-98.4% | $834-72.8% |