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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $352,200 |
SWARTZ, RETSON & CO., P.C.5 years Filed as: SWARTZ RETSON Service code 10 · EIN 35-1509921 | Accounting | $26,646 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $9,000 |
Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310844 | Consulting | $5,000 |
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 | $41,082 | $59,339-30.8% | $149,673-72.6% | $103,482-60.3% |
| Participation rate | 95.9% | 70.2%+25.7pp | 78.8%+17.2pp | 73.3%+22.7pp |
| Annual return | 16.34% | 77.78%-61.4pp | 134.42%-118.1pp | 33.11%-16.8pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $4,215 | $3,716+13.4% | $5,680-25.8% | $5,207-19.1% |
| Admin fee / account holder | $41 | $103-60.0% | $13,210-99.7% | $114-63.9% |