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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $403,851 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities Custodian | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Adverse opinion. The financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,423 | $46,969+32.9% | $154,107-59.5% | $73,367-14.9% |
| Participation rate | 25.7% | 72.4%-46.7pp | 83.0%-57.3pp | 69.5%-43.7pp |
| Annual return | -2.70% | 821.68%-824.4pp | 735.12%-737.8pp | 173.45%-176.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,040 | $3,162-35.5% | $5,081-59.9% | $4,033-49.4% |
| Admin fee / account holder | $72 | $47+53.5% | $13,411-99.5% | $68+4.6% |