Filed December 28, 1992
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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,818 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, LLC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,250 |
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 | $100,218 | $99,078+1.2% | $96,544+3.8% | $74,419+34.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.26% | 22.48%-10.2pp | 25.84%-13.6pp | 34.38%-22.1pp |
| Employer contribution / active EE | $2,930 | $2,570+14.0% | $2,965-1.2% | $2,637+11.1% |
| Participant deferral / active EE | $8,199 | $4,933+66.2% | $4,851+69.0% | $4,528+81.1% |
| Admin fee / account holder | $84 | $225-62.6% | $8,252-99.0% | $348-75.8% |