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 | $89,625 |
ASCENSUS LLC1 year Filed as: CAPFINANCIAL PARTERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,748 |
SMITH & DOWNEY1 year Filed as: SMITH DOWNEY PA Service code 16 · EIN 52-1839270 | Consulting | $3,028 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,404 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 11225 N COMMUNTY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $73 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INS CO. Service code 28 · EIN 13-5570651 | Investment Management | $0 |
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 | $114,994 | $68,330+68.3% | $149,673-23.2% | $96,393+19.3% |
| Participation rate | 24.7% | 74.6%-49.9pp | 78.8%-54.1pp | 71.3%-46.6pp |
| Annual return | 18.70% | 29.64%-10.9pp | 134.42%-115.7pp | 22.88%-4.2pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $2,615 | $4,422-40.9% | $5,680-54.0% | $5,455-52.1% |
| Admin fee / account holder | $11 | $52-79.5% | $13,210-99.9% | $74-85.6% |