Filed May 18, 2006
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 35-0472300 | Contract Administrator | $86,719 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,481 | $43,504+105.7% | $68,793+30.1% | $56,287+59.0% |
| Participation rate | 88.7% | 67.8%+20.8pp | 72.2%+16.5pp | 69.9%+18.8pp |
| Annual return | -5.00% | -3.15%-1.8pp | -4.63%-0.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,609 | $1,525+5.5% | $2,625-38.7% | $2,111-23.8% |
| Participant deferral / active EE | $5,491 | $2,509+118.9% | $3,311+65.8% | $3,350+63.9% |
| Admin fee / account holder | $424 | $515-17.7% | $5,131-91.7% | $521-18.7% |