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 | $117,467 |
FRANCZEK RADELET P.C.1+ years Filed as: FRANCZEK RADELET ATTORNEYS Service code 29 · EIN 36-3924177 | Legal | $8,221 |
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 | $19,229 | $43,110-55.4% | $156,549-87.7% | $65,292-70.5% |
| Participation rate | 88.3% | 69.3%+19.0pp | 84.0%+4.3pp | 72.4%+15.9pp |
| Annual return | 11.34% | 11.24%+0.1pp | 32.23%-20.9pp | 11.84%-0.5pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $2,540 | $2,520+0.8% | $4,871-47.9% | $3,579-29.0% |
| Admin fee / account holder | $18 | $47-62.4% | $13,027-99.9% | $57-69.0% |