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 | $427,447 |
FRANCZEK RADELET P.C.2+ years Filed as: FRANCZEK RADELET ATTORNEYS Service code 29 · EIN 36-3924177 | Legal | $22,569 |
Filed as: SCHWARTZ RETSON Service code 10 · EIN 35-1509921 | Accounting | $22,318 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,448 | $48,835-52.0% | $170,442-86.2% | $177,276-86.8% |
| Participation rate | 91.5% | 72.1%+19.4pp | 83.6%+7.9pp | 74.8%+16.6pp |
| Annual return | 18.21% | 19.44%-1.2pp | 205.93%-187.7pp | 21.25%-3.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,030 | $2,757+9.9% | $4,939-38.7% | $3,881-21.9% |
| Admin fee / account holder | $65 | $52+24.7% | $13,880-99.5% | $154-58.0% |