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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $61,146 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $6,575 |
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 | $89,678 | $50,666+77.0% | $76,817+16.7% | $65,185+37.6% |
| Participation rate | 91.5% | 68.8%+22.6pp | 72.1%+19.4pp | 70.2%+21.3pp |
| Annual return | 19.62% | 28.51%-8.9pp | 1166.11%-1146.5pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,613 | $1,575+2.4% | $2,302-29.9% | $2,177-25.9% |
| Participant deferral / active EE | $5,430 | $2,647+105.1% | $3,336+62.8% | $3,514+54.5% |
| Admin fee / account holder | $268 | $463-42.2% | $6,420-95.8% | $847-68.4% |