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 | $131,613 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 37 · EIN 71-0294708 | Loan Processing | $275 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,239 | $46,516+104.7% | $147,614-35.5% | $69,651+36.7% |
| Participation rate | 21.9% | 65.8%-43.9pp | 84.6%-62.7pp | 66.6%-44.7pp |
| Annual return | 2.45% | 9.48%-7.0pp | 61.98%-59.5pp | 53.77%-51.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,771 | $2,719-34.9% | $4,895-63.8% | $3,635-51.3% |
| Admin fee / account holder | $28 | $45-36.4% | $11,611-99.8% | $63-55.0% |