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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $326,653 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $9,000 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $5,673 |
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 | $36,342 | $52,346-30.6% | $143,757-74.7% | $78,044-53.4% |
| Participation rate | 95.6% | 72.7%+22.9pp | 80.3%+15.3pp | 74.4%+21.1pp |
| Annual return | -12.95% | -14.19%+1.2pp | -0.04%-12.9pp | 10.87%-23.8pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,128 | $3,800+8.6% | $5,637-26.8% | $5,084-18.8% |
| Admin fee / account holder | $37 | $63-41.4% | $14,673-99.7% | $79-52.9% |