Filed April 24, 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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,747 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 26 · EIN 34-1753575 | Advisory (Participants) | $13,634 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,319 | $71,516+73.8% | $98,439+26.3% | $71,457+74.0% |
| Participation rate | 96.0% | 72.7%+23.3pp | 75.2%+20.8pp | 67.9%+28.1pp |
| Annual return | 16.32% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $5,328 | $2,399+122.1% | $3,048+74.8% | $2,588+105.9% |
| Participant deferral / active EE | $5,399 | $4,109+31.4% | $4,738+14.0% | $4,289+25.9% |
| Admin fee / account holder | $206 | $1,675-87.7% | $8,948-97.7% | $1,587-87.0% |