Filed June 17, 2002
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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $239,695 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310844 | Consulting | $20,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,534 | $74,933-56.6% | $154,803-79.0% | $117,739-72.4% |
| Participation rate | 98.1% | 64.5%+33.6pp | 78.1%+20.0pp | 76.6%+21.4pp |
| Annual return | 15.67% | 17.34%-1.7pp | 58.88%-43.2pp | 17.29%-1.6pp |
| Employer contribution / active EE | $2,789 | $2,316+20.4% | $4,305-35.2% | $3,746-25.5% |
| Participant deferral / active EE | $0 | $3,942-100.0% | $5,540-100.0% | $6,128-100.0% |
| Admin fee / account holder | $31 | $129-76.3% | $14,329-99.8% | $112-72.6% |