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 | $145,974 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $12,548 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE Service code 16 · EIN 20-4668732 | Consulting | $4,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,686 | $53,565-68.8% | $172,739-90.3% | $82,204-79.7% |
| Participation rate | 94.1% | 69.6%+24.4pp | 82.6%+11.4pp | 73.4%+20.7pp |
| Annual return | 19.76% | 31.42%-11.7pp | 802.84%-783.1pp | 26.31%-6.5pp |
| Employer contribution / active EE | $2,673 | $1,857+44.0% | $5,143-48.0% | $2,707-1.3% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $19 | $61-68.9% | $13,954-99.9% | $76-74.8% |