Filed January 7, 2003
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 CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $458,616 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $345,014 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $160,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,862 | $67,679+177.6% | $155,509+20.8% | $99,062+89.6% |
| Participation rate | 99.9% | 67.2%+32.7pp | 78.2%+21.8pp | 71.6%+28.3pp |
| Annual return | 14.59% | 16.16%-1.6pp | 64.67%-50.1pp | 17.66%-3.1pp |
| Employer contribution / active EE | $2,971 | $2,268+31.0% | $4,672-36.4% | $3,262-8.9% |
| Participant deferral / active EE | $13,425 | $3,828+250.7% | $5,626+138.6% | $5,331+151.8% |
| Admin fee / account holder | $131 | $94+40.1% | $15,912-99.2% | $109+20.4% |