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 CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $88,306 |
Filed as: MML INVESTORS SERVICES, LLC Service code 99 · EIN 04-1590850 | Other Fees | $48,225 |
Filed as: ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $8,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,117 | $66,457+32.6% | $81,382+8.3% | $77,643+13.5% |
| Participation rate | 94.3% | 68.7%+25.5pp | 69.5%+24.8pp | 70.6%+23.7pp |
| Annual return | 13.00% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,992 | $2,159-7.7% | $2,463-19.1% | $2,726-26.9% |
| Participant deferral / active EE | $6,755 | $3,679+83.6% | $3,883+74.0% | $4,647+45.4% |
| Admin fee / account holder | $478 | $583-17.9% | $5,768-91.7% | $430+11.1% |