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 | $47,264 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,471 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO. Service code 28 · EIN 13-5570651 | Investment Management | $188 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 N COMMUNTY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $72 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $39 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $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 | $95,702 | $83,057+15.2% | $143,757-33.4% | $89,394+7.1% |
| Participation rate | 25.2% | 74.0%-48.8pp | 80.3%-55.1pp | 71.3%-46.0pp |
| Annual return | -16.52% | -13.97%-2.5pp | -0.04%-16.5pp | -11.89%-4.6pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $2,353 | $4,281-45.0% | $5,637-58.3% | $5,123-54.1% |
| Admin fee / account holder | $6 | $83-93.0% | $14,673-100.0% | $79-92.7% |