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 MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $33,517 |
DEAROLF & MERENESS LLP3+ years Filed as: DEAROLF & MEARNESS LLP Service code 27 · EIN 59-3042376 | Advisory (Plan) | $13,300 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,389 |
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 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 | $58,460 | $54,368+7.5% | $117,039-50.1% | $62,292-6.2% |
| Participation rate | 86.2% | 64.9%+21.2pp | 77.2%+9.0pp | 69.5%+16.6pp |
| Annual return | 16.16% | 21.77%-5.6pp | 18.95%-2.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,042 | $1,692-38.4% | $3,785-72.5% | $2,042-49.0% |
| Participant deferral / active EE | $2,182 | $2,269-3.8% | $3,929-44.5% | $3,169-31.2% |
| Admin fee / account holder | $416 | $493-15.6% | $5,974-93.0% | $479-13.1% |