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 CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $82,468 |
Filed as: MML INVESTORS SERVICES, LLC Service code 99 · EIN 04-1590850 | Other Fees | $44,175 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $11,417 |
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 | $81,840 | $69,823+17.2% | $77,163+6.1% | $74,419+10.0% |
| Participation rate | 89.4% | 70.0%+19.3pp | 69.6%+19.8pp | 70.7%+18.6pp |
| Annual return | 16.38% | 19.98%-3.6pp | 37.87%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,749 | $2,150-18.6% | $2,535-31.0% | $2,637-33.7% |
| Participant deferral / active EE | $5,898 | $3,558+65.8% | $3,833+53.9% | $4,528+30.2% |
| Admin fee / account holder | $471 | $398+18.5% | $5,472-91.4% | $348+35.5% |