Filed July 12, 2012
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: ALLIANT RETIREMENT SERVICES LLC Service code 28 · EIN 33-0785439 | Investment Management | $37,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $31,745 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $538 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $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 | $43,707 | $47,456-7.9% | $172,739-74.7% | $77,787-43.8% |
| Participation rate | 50.2% | 66.3%-16.0pp | 82.6%-32.4pp | 73.2%-23.0pp |
| Annual return | 19.16% | 35.57%-16.4pp | 802.84%-783.7pp | 32.57%-13.4pp |
| Employer contribution / active EE | $530 | $1,574-66.3% | $5,143-89.7% | $2,504-78.8% |
| Participant deferral / active EE | $1,545 | $2,560-39.6% | $5,198-70.3% | $3,967-61.1% |
| Admin fee / account holder | $71 | $81-11.9% | $13,954-99.5% | $100-28.8% |