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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $83,060 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,817 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 12 · EIN 04-3523567 | Sales loads (front end and deferred);... | $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 | $34,575 | $63,964-45.9% | $147,614-76.6% | $67,505-48.8% |
| Participation rate | 73.0% | 68.6%+4.4pp | 84.6%-11.6pp | 71.2%+1.8pp |
| Annual return | 74.95% | 9.05%+65.9pp | 61.98%+13.0pp | 6.52%+68.4pp |
| Employer contribution / active EE | $1,552 | $1,618-4.1% | $5,564-72.1% | $2,173-28.6% |
| Participant deferral / active EE | $1,791 | $2,589-30.8% | $4,895-63.4% | $3,597-50.2% |
| Admin fee / account holder | $34 | $43-20.3% | $11,611-99.7% | $56-39.3% |