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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,206,541 |
Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $42,399 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $41,241 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $25,090 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $9,224 |
MPS COMMUNICATIONS1 year Filed as: MPS COMMUNICATION GRAPHICS INC Service code 17 · EIN 23-2808727 | Pension Consulting | $6,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,141 | $53,684+53.0% | $170,442-51.8% | $80,976+1.4% |
| Participation rate | 83.3% | 69.2%+14.2pp | 83.6%-0.3pp | 68.3%+15.1pp |
| Annual return | 16.95% | 25.97%-9.0pp | 205.93%-189.0pp | 22.91%-6.0pp |
| Employer contribution / active EE | $1,664 | $1,642+1.3% | $5,433-69.4% | $2,402-30.7% |
| Participant deferral / active EE | $4,222 | $3,017+40.0% | $4,939-14.5% | $3,848+9.7% |
| Admin fee / account holder | $106 | $46+127.7% | $13,880-99.2% | $67+56.5% |