Filed November 11, 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 Service code 13 · EIN 35-1140070 | Contract Administrator | $527,645 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $96,257 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN S CANNON Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $68,922 |
JUDY L SMITH1+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $63,220 |
Filed as: ARTHUR J PARRY Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $54,412 |
MAUREEN DOHERTY1+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $32,780 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 200 S 108TH AVE · OMAHA, NE 68154 | Securities Custodian | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Adverse opinion. The financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,176 | $46,516+20.8% | $147,614-61.9% | $69,651-19.3% |
| Participation rate | 22.1% | 65.8%-43.7pp | 84.6%-62.5pp | 66.6%-44.5pp |
| Annual return | 5.27% | 9.48%-4.2pp | 61.98%-56.7pp | 53.77%-48.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,639 | $2,719-39.7% | $4,895-66.5% | $3,635-54.9% |
| Admin fee / account holder | $5 | $45-89.0% | $11,611-100.0% | $63-92.2% |