Filed October 11, 1994
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $43,465 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,119 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 N COMMUNTY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $77 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INS CO. Service code 28 · EIN 13-5570651 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,009 | $73,283+78.8% | $155,509-15.8% | $106,382+23.1% |
| Participation rate | 23.6% | 73.3%-49.7pp | 78.2%-54.6pp | 69.9%-46.3pp |
| Annual return | 14.94% | 15.77%-0.8pp | 64.67%-49.7pp | 17.37%-2.4pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2,585 | $4,580-43.6% | $5,626-54.1% | $5,569-53.6% |
| Admin fee / account holder | $6 | $56-89.9% | $15,912-100.0% | $79-92.9% |