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 CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $87,062 |
Filed as: MML INVESTORS SERVICES, LLC Service code 99 · EIN 04-1590850 | Other Fees | $51,674 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,862 | $59,584+76.0% | $86,874+20.7% | $79,386+32.1% |
| Participation rate | 95.3% | 67.7%+27.7pp | 71.6%+23.7pp | 70.7%+24.6pp |
| Annual return | 15.67% | 23.15%-7.5pp | 63.52%-47.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,686 | $1,768-4.6% | $2,495-32.4% | $2,427-30.5% |
| Participant deferral / active EE | $5,726 | $3,036+88.6% | $3,699+54.8% | $4,046+41.5% |
| Admin fee / account holder | $544 | $604-10.0% | $5,828-90.7% | $626-13.2% |