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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $372,935 |
Filed as: SWARTZ RETSON Service code 10 · EIN 35-1509924 | Accounting | $23,710 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $18,169 |
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 | $33,512 | $53,565-37.4% | $172,739-80.6% | $82,204-59.2% |
| Participation rate | 93.4% | 69.6%+23.7pp | 82.6%+10.7pp | 73.4%+20.0pp |
| Annual return | 20.53% | 31.42%-10.9pp | 802.84%-782.3pp | 26.31%-5.8pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $3,385 | $3,006+12.6% | $5,198-34.9% | $4,246-20.3% |
| Admin fee / account holder | $50 | $61-19.3% | $13,954-99.6% | $76-34.5% |