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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $326,123 |
FRANCZEK RADELET P.C.2+ years Filed as: FRANCZEK RADELET ATTORNEYS Service code 29 · EIN 36-3924177 | Legal | $35,238 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY DBA GIBSON CONS Service code 16 · EIN 13-1975125 | Consulting | $34,431 |
Filed as: SWARTZ RETSON Service code 10 · EIN 35-1509921 | Accounting | $13,009 |
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 | $16,899 | $48,835-65.4% | $170,442-90.1% | $177,276-90.5% |
| Participation rate | 95.2% | 72.1%+23.1pp | 83.6%+11.6pp | 74.8%+20.3pp |
| Annual return | 17.26% | 19.44%-2.2pp | 205.93%-188.7pp | 21.25%-4.0pp |
| Employer contribution / active EE | $3,943 | $1,798+119.3% | $5,433-27.4% | $2,479+59.1% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $66 | $52+27.5% | $13,880-99.5% | $154-57.0% |