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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $615,215 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $109,296 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN S CANNON Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $76,912 |
JUDY L SMITH2+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $64,768 |
Filed as: ARTHUR J PARRY Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $60,720 |
MAUREEN DOHERTY2+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $40,480 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 200 S 108TH AVE · OMAHA, NE 68154 | Securities Custodian | $1,075 |
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 | $60,763 | $49,270+23.3% | $156,549-61.2% | $329,111-81.5% |
| Participation rate | 23.1% | 68.1%-45.1pp | 84.0%-61.0pp | 67.9%-44.8pp |
| Annual return | 9.38% | 23.25%-13.9pp | 32.23%-22.8pp | 16.35%-7.0pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $1,709 | $2,920-41.5% | $4,871-64.9% | $3,682-53.6% |
| Admin fee / account holder | $6 | $51-88.2% | $13,027-100.0% | $754-99.2% |