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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $89,989 |
Filed as: MML INVESTORS SERVICES, LLC Service code 99 · EIN 04-1590850 | Other Fees | $49,602 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $10,875 |
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 | $81,988 | $50,199+63.3% | $70,092+17.0% | $66,914+22.5% |
| Participation rate | 92.0% | 66.3%+25.6pp | 70.5%+21.5pp | 69.8%+22.2pp |
| Annual return | -16.64% | -13.85%-2.8pp | 190.73%-207.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,881 | $1,864+0.9% | $2,559-26.5% | $2,544-26.1% |
| Participant deferral / active EE | $6,438 | $3,112+106.9% | $3,849+67.3% | $4,237+52.0% |
| Admin fee / account holder | $537 | $600-10.4% | $6,267-91.4% | $593-9.4% |