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 | $147,424 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,758 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $180 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $143 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 N COMMUNTY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $70 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
EQUITABLE ADVISORS LLC1 year 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,277 | $66,513+56.8% | $178,490-41.6% | $106,222-1.8% |
| Participation rate | 28.9% | 73.8%-44.9pp | 81.9%-53.0pp | 70.8%-41.9pp |
| Annual return | 17.00% | 21.81%-4.8pp | 151.07%-134.1pp | 21.69%-4.7pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $2,390 | $3,679-35.0% | $5,202-54.0% | $4,600-48.0% |
| Admin fee / account holder | $17 | $53-67.8% | $13,984-99.9% | $78-78.0% |