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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $458,022 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $30,988 |
STEVEN D EISENBERG CPA PA3+ years Filed as: STEVEN S CANNON Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $21,806 |
JUDY L SMITH3+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $18,363 |
Filed as: ARTHUR J PARRY Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $17,216 |
Filed as: CALIFORNIA FRINGE BENEFIT & IN Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $14,920 |
MAUREEN DOHERTY3+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $11,477 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 200 S 108TH AVE · OMAHA, NE 68154 | Securities Custodian | $1,525 |
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 | $68,000 | $53,684+26.7% | $170,442-60.1% | $80,976-16.0% |
| Participation rate | 24.3% | 69.2%-44.9pp | 83.6%-59.3pp | 68.3%-44.0pp |
| Annual return | 17.29% | 25.97%-8.7pp | 205.93%-188.6pp | 22.91%-5.6pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $1,878 | $3,017-37.8% | $4,939-62.0% | $3,848-51.2% |
| Admin fee / account holder | $55 | $46+18.8% | $13,880-99.6% | $67-18.4% |