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 | $379,955 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310844 | Consulting | $20,000 |
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 | $50,258 | $74,933-32.9% | $154,803-67.5% | $117,739-57.3% |
| Participation rate | 97.5% | 64.5%+33.0pp | 78.1%+19.4pp | 76.6%+20.9pp |
| Annual return | 16.07% | 17.34%-1.3pp | 58.88%-42.8pp | 17.29%-1.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $4,305-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $4,587 | $3,942+16.4% | $5,540-17.2% | $6,128-25.1% |
| Admin fee / account holder | $39 | $129-69.9% | $14,329-99.7% | $112-65.2% |