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 | $204,765 |
Filed as: WHISMAN GIORDANO AND ASSOCIATE LLC Service code 16 · EIN 20-3934956 | Consulting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,501 | $52,346-62.7% | $143,757-86.4% | $78,044-75.0% |
| Participation rate | 93.4% | 72.7%+20.7pp | 80.3%+13.1pp | 74.4%+19.0pp |
| Annual return | -13.14% | -14.19%+1.1pp | -0.04%-13.1pp | 10.87%-24.0pp |
| Employer contribution / active EE | $4,042 | $2,131+89.7% | $4,951-18.4% | $3,125+29.4% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $21 | $63-67.2% | $14,673-99.9% | $79-73.6% |