Filed May 28, 1996
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,786,025 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $51,456 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $31,000 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLCS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,036 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,687 | $73,283+41.5% | $155,567-33.3% | $106,408-2.6% |
| Participation rate | 93.5% | 73.3%+20.3pp | 78.2%+15.3pp | 69.9%+23.7pp |
| Annual return | 13.24% | 15.76%-2.5pp | 64.74%-51.5pp | 17.37%-4.1pp |
| Employer contribution / active EE | $2,076 | $2,241-7.3% | $4,674-55.6% | $3,361-38.2% |
| Participant deferral / active EE | $6,992 | $4,567+53.1% | $5,628+24.2% | $5,567+25.6% |
| Admin fee / account holder | $105 | $56+88.4% | $15,916-99.3% | $79+33.1% |