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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $264,262 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $45,320 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $5,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,317 | $49,270+59.0% | $156,549-50.0% | $329,111-76.2% |
| Participation rate | 79.9% | 68.1%+11.8pp | 84.0%-4.1pp | 67.9%+12.1pp |
| Annual return | 9.66% | 23.25%-13.6pp | 32.23%-22.6pp | 16.35%-6.7pp |
| Employer contribution / active EE | $1,261 | $1,534-17.8% | $5,501-77.1% | $2,303-45.3% |
| Participant deferral / active EE | $4,182 | $2,920+43.2% | $4,871-14.1% | $3,682+13.6% |
| Admin fee / account holder | $29 | $51-42.1% | $13,027-99.8% | $754-96.1% |