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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $373,966 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLCS Service code 13 · EIN 26-0058143 | Contract Administrator | $32,992 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH BROWN Service code 13 · EIN 22-2027092 | Contract Administrator | $3,900 |
MORNINGSTAR2 years Service code 13 · EIN 36-4317381 | Contract Administrator | $687 |
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 | $61,320 | $52,346+17.1% | $143,757-57.3% | $78,044-21.4% |
| Participation rate | 81.1% | 72.7%+8.4pp | 80.3%+0.8pp | 74.4%+6.7pp |
| Annual return | -15.00% | -14.19%-0.8pp | -0.04%-15.0pp | 10.87%-25.9pp |
| Employer contribution / active EE | $2,780 | $2,131+30.5% | $4,951-43.8% | $3,125-11.0% |
| Participant deferral / active EE | $3,276 | $3,800-13.8% | $5,637-41.9% | $5,084-35.6% |
| Admin fee / account holder | $54 | $63-14.6% | $14,673-99.6% | $79-31.4% |