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 MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $36,356 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,805 |
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 | $65,816 | $65,557+0.4% | $105,738-37.8% | $56,287+16.9% |
| Participation rate | 89.4% | 63.4%+26.0pp | 76.3%+13.0pp | 69.9%+19.5pp |
| Annual return | -3.48% | -1.32%-2.2pp | 6.27%-9.8pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,413 | $1,788-21.0% | $3,268-56.8% | $2,111-33.1% |
| Participant deferral / active EE | $2,652 | $2,418+9.7% | $4,080-35.0% | $3,350-20.8% |
| Admin fee / account holder | $416 | $561-25.9% | $6,913-94.0% | $521-20.2% |