Filed September 8, 2003
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 35-0472300 | Contract Administrator | $58,641 |
SYM FINANCIAL CORPORATION3 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,065 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,458 | $121,341-25.5% | $189,513-52.3% | $79,386+13.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.93% | 21.08%-9.2pp | 555.15%-543.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $3,808 | $3,915-2.7% | $6,162-38.2% | $2,427+56.9% |
| Participant deferral / active EE | $3,628 | $6,395-43.3% | $8,221-55.9% | $4,046-10.3% |
| Admin fee / account holder | $292 | $651-55.2% | $12,045-97.6% | $626-53.4% |