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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,235,919 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $184,500 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $12,058 |
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 | $76,272 | $46,969+62.4% | $154,107-50.5% | $73,367+4.0% |
| Participation rate | 85.1% | 72.4%+12.7pp | 83.0%+2.0pp | 69.5%+15.6pp |
| Annual return | 0.34% | 821.68%-821.3pp | 735.12%-734.8pp | 173.45%-173.1pp |
| Employer contribution / active EE | $1,780 | $1,723+3.3% | $5,298-66.4% | $2,499-28.8% |
| Participant deferral / active EE | $4,572 | $3,162+44.6% | $5,081-10.0% | $4,033+13.4% |
| Admin fee / account holder | $106 | $47+126.8% | $13,411-99.2% | $68+54.6% |