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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $284,628 |
CAMMACK LARHETTE ADVISORS3 years Service code 13 · EIN 20-4668732 | Contract Administrator | $77,972 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN Service code 13 · EIN 22-2027092 | Contract Administrator | $17,922 |
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 | $67,983 | $63,259+7.5% | $178,490-61.9% | $93,223-27.1% |
| Participation rate | 82.6% | 72.1%+10.4pp | 81.9%+0.6pp | 74.9%+7.7pp |
| Annual return | 14.00% | 19.93%-5.9pp | 151.07%-137.1pp | 19.29%-5.3pp |
| Employer contribution / active EE | $2,592 | $1,865+39.0% | $5,011-48.3% | $2,680-3.3% |
| Participant deferral / active EE | $2,810 | $3,372-16.7% | $5,202-46.0% | $4,563-38.4% |
| Admin fee / account holder | $57 | $58-1.4% | $13,984-99.6% | $79-27.8% |