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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $233,548 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $20,761 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY DBA GIBSON CONS Service code 16 · EIN 13-1975125 | Consulting | $17,703 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,775 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,761 | $44,007-59.6% | $154,107-88.5% | $68,904-74.2% |
| Participation rate | 96.0% | 70.0%+26.0pp | 83.0%+13.0pp | 74.1%+21.9pp |
| Annual return | -5.90% | 8.15%-14.0pp | 735.12%-741.0pp | 1.07%-7.0pp |
| Employer contribution / active EE | $3,981 | $1,732+129.9% | $5,298-24.9% | $2,540+56.7% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $43 | $65-33.8% | $13,411-99.7% | $71-39.9% |