Filed June 8, 2009
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 |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $33,476 |
DEAROLF & MERENESS LLP1+ years Filed as: DEAROLF & MEARNESS LLP Service code 10 · EIN 59-3042376 | Accounting | $13,100 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,411 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,705 | $47,969-31.8% | $85,969-62.0% | $52,331-37.5% |
| Participation rate | 95.8% | 61.7%+34.1pp | 76.5%+19.3pp | 68.1%+27.7pp |
| Annual return | -5.06% | -0.13%-4.9pp | 9.32%-14.4pp | 4.54%-9.6pp |
| Employer contribution / active EE | $2,035 | $1,460+39.4% | $3,474-41.4% | $1,882+8.2% |
| Participant deferral / active EE | $1,933 | $2,110-8.4% | $3,829-49.5% | $3,022-36.0% |
| Admin fee / account holder | $298 | $530-43.7% | $6,053-95.1% | $592-49.6% |