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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $389,736 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $101,528 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH BROWN Service code 13 · EIN 22-2027092 | Contract Administrator | $12,480 |
MORNINGSTAR3 years Service code 13 · EIN 36-4317381 | Contract Administrator | $1,402 |
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 | $65,123 | $59,339+9.7% | $149,673-56.5% | $103,482-37.1% |
| Participation rate | 84.2% | 70.2%+14.0pp | 78.8%+5.5pp | 73.3%+11.0pp |
| Annual return | 17.76% | 77.78%-60.0pp | 134.42%-116.7pp | 33.11%-15.3pp |
| Employer contribution / active EE | $2,922 | $2,178+34.2% | $4,818-39.4% | $3,208-8.9% |
| Participant deferral / active EE | $3,712 | $3,716-0.1% | $5,680-34.6% | $5,207-28.7% |
| Admin fee / account holder | $59 | $103-43.0% | $13,210-99.6% | $114-48.6% |