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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $329,943 |
CAMMACK LARHETTE ADVISORS2 years Service code 13 · EIN 20-4668732 | Contract Administrator | $60,877 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,107 | $53,565+15.9% | $172,739-64.0% | $82,204-24.4% |
| Participation rate | 81.5% | 69.6%+11.9pp | 82.6%-1.1pp | 73.4%+8.1pp |
| Annual return | 19.46% | 31.42%-12.0pp | 802.84%-783.4pp | 26.31%-6.9pp |
| Employer contribution / active EE | $2,422 | $1,857+30.4% | $5,143-52.9% | $2,707-10.5% |
| Participant deferral / active EE | $2,610 | $3,006-13.1% | $5,198-49.8% | $4,246-38.5% |
| Admin fee / account holder | $64 | $61+3.5% | $13,954-99.5% | $76-15.9% |