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 MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $35,129 |
DEAROLF & MERENESS LLP1 year Filed as: DEAROLF & MERENESS Service code 27 · EIN 59-3042376 15425 FLORIDA AVE · TAMPA, FL 33613 | Advisory (Plan) | $27,200 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,366 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,125 | $54,045+53.8% | $115,157-27.8% | $65,185+27.5% |
| Participation rate | 92.4% | 63.5%+28.8pp | 75.9%+16.5pp | 70.2%+22.2pp |
| Annual return | 16.22% | 26.55%-10.3pp | 35.60%-19.4pp | 29.38%-13.2pp |
| Employer contribution / active EE | $1,267 | $1,653-23.3% | $3,179-60.1% | $2,177-41.8% |
| Participant deferral / active EE | $2,787 | $2,504+11.3% | $4,168-33.1% | $3,514-20.7% |
| Admin fee / account holder | $725 | $626+15.9% | $7,088-89.8% | $847-14.4% |