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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $68,765 |
Filed as: MML INVESTORS SERVICES, LLC Service code 99 · EIN 04-1590850 | Other Fees | $33,283 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $8,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,281 | $54,590+78.2% | $81,930+18.7% | $73,488+32.4% |
| Participation rate | 94.6% | 68.3%+26.3pp | 72.0%+22.6pp | 70.7%+24.0pp |
| Annual return | 15.17% | 17.74%-2.6pp | 29.49%-14.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,718 | $1,636+5.0% | $4,310-60.1% | $2,270-24.3% |
| Participant deferral / active EE | $5,633 | $2,759+104.2% | $7,107-20.7% | $3,740+50.6% |
| Admin fee / account holder | $435 | $592-26.5% | $5,158-91.6% | $513-15.2% |