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 | $47,038 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,607 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INS CO. Service code 28 · EIN 13-5570651 | Investment Management | $224 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $143 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $121 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 N COMMUNTY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $75 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,077 | $68,062+73.5% | $185,823-36.5% | $106,520+10.8% |
| Participation rate | 26.8% | 75.2%-48.4pp | 81.7%-54.9pp | 71.3%-44.5pp |
| Annual return | 10.89% | 18.20%-7.3pp | 122.05%-111.2pp | 19.28%-8.4pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $2,311 | $3,990-42.1% | $5,568-58.5% | $4,948-53.3% |
| Admin fee / account holder | $6 | $53-88.9% | $16,237-100.0% | $75-92.1% |