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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,712,462 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 17 · EIN 23-0891050 | Pension Consulting | $42,903 |
Filed as: WHISMAN GIORDANO AND ASSOCIATES LLC Service code 10 · EIN 20-3934956 | Accounting | $30,300 |
CAMMACK LARHETTE ADVISORS7+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 17 · EIN 20-4668732 | Pension Consulting | $20,000 |
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 | $100,969 | $68,062+48.3% | $185,823-45.7% | $106,520-5.2% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.7%+6.8pp | 71.3%+17.2pp |
| Annual return | 14.63% | 18.20%-3.6pp | 122.05%-107.4pp | 19.28%-4.7pp |
| Employer contribution / active EE | $1,187 | $1,997-40.6% | $5,167-77.0% | $2,840-58.2% |
| Participant deferral / active EE | $5,734 | $3,990+43.7% | $5,568+3.0% | $4,948+15.9% |
| Admin fee / account holder | $112 | $53+111.5% | $16,237-99.3% | $75+49.7% |