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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $367,966 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $31,000 |
SWARTZ, RETSON & CO., P.C.3 years Filed as: SWARTZ RETSON Service code 10 · EIN 35-1509924 | Accounting | $10,615 |
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 | $42,633 | $69,238-38.4% | $185,823-77.1% | $101,517-58.0% |
| Participation rate | 95.8% | 73.5%+22.3pp | 81.7%+14.1pp | 74.6%+21.2pp |
| Annual return | 13.46% | 21.26%-7.8pp | 122.05%-108.6pp | 21.00%-7.5pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $3,892 | $3,764+3.4% | $5,568-30.1% | $4,873-20.1% |
| Admin fee / account holder | $47 | $66-29.9% | $16,237-99.7% | $139-66.7% |