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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $91,302 |
SYM FINANCIAL CORPORATION6 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $53,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,039 | $122,239-32.1% | $184,203-54.9% | $74,495+11.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.87% | 19.95%-8.1pp | 28.81%-16.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,102 | $4,537-9.6% | $6,427-36.2% | $2,623+56.4% |
| Participant deferral / active EE | $4,095 | $7,139-42.6% | $9,131-55.2% | $4,346-5.8% |
| Admin fee / account holder | $402 | $1,260-68.1% | $13,901-97.1% | $1,942-79.3% |