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 MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $33,013 |
DEAROLF & MERENESS LLP2+ years Filed as: DEAROLF & MEARNESS LLP Service code 27 · EIN 59-3042376 | Advisory (Plan) | $13,200 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,046 | $50,643-17.0% | $106,619-60.6% | $55,167-23.8% |
| Participation rate | 92.8% | 65.6%+27.2pp | 78.0%+14.8pp | 69.0%+23.8pp |
| Annual return | 7.82% | 7.02%+0.8pp | 9.42%-1.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,744 | $1,626+7.3% | $3,947-55.8% | $1,963-11.1% |
| Participant deferral / active EE | $1,909 | $2,208-13.5% | $3,930-51.4% | $3,054-37.5% |
| Admin fee / account holder | $352 | $488-27.9% | $6,418-94.5% | $504-30.2% |