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 MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $35,904 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,310 |
DEAROLF & MERENESS LLP2 years Filed as: DEAROLF & MERENESS Service code 27 · EIN 59-3042376 15425 FLORIDA AVE · TAMPA, FL 33613 | Advisory (Plan) | $13,900 |
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.
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 | $88,172 | $59,328+48.6% | $118,925-25.9% | $73,488+20.0% |
| Participation rate | 93.5% | 62.3%+31.2pp | 75.4%+18.1pp | 70.7%+22.8pp |
| Annual return | 10.70% | 19.13%-8.4pp | 35.88%-25.2pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,522 | $1,803-15.6% | $3,263-53.4% | $2,270-33.0% |
| Participant deferral / active EE | $3,192 | $2,604+22.6% | $4,265-25.2% | $3,740-14.7% |
| Admin fee / account holder | $710 | $600+18.3% | $6,581-89.2% | $513+38.4% |