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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,095 |
SYM FINANCIAL CORPORATION5 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $46,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,818 | $130,194-41.8% | $169,993-55.4% | $71,457+6.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 14.99% | 20.37%-5.4pp | 53.37%-38.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $5,599 | $4,381+27.8% | $6,785-17.5% | $2,588+116.4% |
| Participant deferral / active EE | $3,932 | $6,923-43.2% | $10,408-62.2% | $4,289-8.3% |
| Admin fee / account holder | $215 | $966-77.7% | $12,815-98.3% | $1,587-86.5% |