Filed July 17, 2002 (most recent of 2 filings on file)
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 CORPORATION1+ years Filed as: LINCOLN RETIREMENT SERVICES Service code 17 · EIN 35-0472300 | Pension Consulting | $171,613 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,644 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 17 · EIN 85-0444170 | Pension Consulting | $7,503 |
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 | $38,097 | $37,039+2.9% | $147,614-74.2% | $59,188-35.6% |
| Participation rate | 94.8% | 63.8%+31.0pp | 84.6%+10.2pp | 69.4%+25.4pp |
| Annual return | 0.79% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,189 | $1,353+61.8% | $5,564-60.7% | $2,098+4.3% |
| Participant deferral / active EE | $2,476 | $2,094+18.3% | $4,895-49.4% | $3,265-24.2% |
| Admin fee / account holder | $37 | $60-38.0% | $11,611-99.7% | $92-59.5% |