Filed December 5, 2002 (most recent of 3 filings on file)
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $469,535 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $70,002 |
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 | $71,398 | $67,679+5.5% | $155,509-54.1% | $99,062-27.9% |
| Participation rate | 85.3% | 67.2%+18.1pp | 78.2%+7.1pp | 71.6%+13.7pp |
| Annual return | 15.60% | 16.16%-0.6pp | 64.67%-49.1pp | 17.66%-2.1pp |
| Employer contribution / active EE | $3,029 | $2,268+33.5% | $4,672-35.2% | $3,262-7.1% |
| Participant deferral / active EE | $4,189 | $3,828+9.4% | $5,626-25.5% | $5,331-21.4% |
| Admin fee / account holder | $59 | $94-37.0% | $15,912-99.6% | $109-45.8% |