Filed January 12, 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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,354 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,604 | $60,545-44.5% | $92,233-63.6% | $69,631-51.7% |
| Participation rate | 38.4% | 72.2%-33.7pp | 76.5%-38.1pp | 70.7%-32.3pp |
| Annual return | 14.86% | 19.71%-4.9pp | 176.28%-161.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,996 | $2,633-24.2% | $3,679-45.7% | $2,032-1.8% |
| Participant deferral / active EE | $907 | $2,828-67.9% | $3,897-76.7% | $3,224-71.9% |
| Admin fee / account holder | $235 | $145+62.5% | $5,194-95.5% | $110+113.0% |