Filed December 26, 2013
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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,156 |
GOLDLEAF PARTNERS2+ years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $5,068 |
STADION MONEY MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,795 | $80,753-47.0% | $136,294-68.6% | $62,292-31.3% |
| Participation rate | 77.0% | 73.5%+3.5pp | 81.9%-4.9pp | 69.5%+7.5pp |
| Annual return | 17.51% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,799 | $2,884-37.6% | $4,695-61.7% | $2,042-11.9% |
| Participant deferral / active EE | $3,099 | $5,164-40.0% | $6,247-50.4% | $3,169-2.2% |
| Admin fee / account holder | $583 | $525+10.9% | $9,243-93.7% | $479+21.6% |