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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,147 |
SYM FINANCIAL CORPORATION4 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $47,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,602 | $102,553-26.3% | $151,611-50.1% | $66,914+13.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -12.32% | -10.82%-1.5pp | 3.33%-15.7pp | 1.58%-13.9pp |
| Employer contribution / active EE | $5,420 | $4,180+29.7% | $6,166-12.1% | $2,544+113.0% |
| Participant deferral / active EE | $3,920 | $6,641-41.0% | $8,363-53.1% | $4,237-7.5% |
| Admin fee / account holder | $295 | $630-53.1% | $11,616-97.5% | $593-50.2% |