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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $379,328 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $18,000 |
Service code 10 · EIN 35-1509924 | Accounting | $14,420 |
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 | $38,459 | $63,259-39.2% | $178,490-78.5% | $93,223-58.7% |
| Participation rate | 94.9% | 72.1%+22.7pp | 81.9%+12.9pp | 74.9%+20.0pp |
| Annual return | 15.23% | 19.93%-4.7pp | 151.07%-135.8pp | 19.29%-4.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $3,655 | $3,372+8.4% | $5,202-29.7% | $4,563-19.9% |
| Admin fee / account holder | $48 | $58-17.2% | $13,984-99.7% | $79-39.4% |