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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $92,809 |
FRANCZEK RADELET P.C.1+ years Filed as: FRANCZEK RADELET ATTORNEYS Service code 29 · EIN 36-3924177 | Legal | $19,643 |
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 | $12,186 | $43,110-71.7% | $156,549-92.2% | $65,292-81.3% |
| Participation rate | 93.7% | 69.3%+24.4pp | 84.0%+9.7pp | 72.4%+21.3pp |
| Annual return | 8.31% | 11.24%-2.9pp | 32.23%-23.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $3,971 | $1,702+133.4% | $5,501-27.8% | $2,302+72.5% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $19 | $47-60.3% | $13,027-99.9% | $57-67.3% |