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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $69,716 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 28 · EIN 33-0785439 | Investment Management | $29,500 |
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $378 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,824 | $45,000-0.4% | $143,757-68.8% | $77,904-42.5% |
| Participation rate | 55.6% | 66.8%-11.2pp | 80.3%-24.7pp | 73.7%-18.0pp |
| Annual return | -13.62% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.8pp |
| Employer contribution / active EE | $687 | $1,870-63.2% | $4,951-86.1% | $2,848-75.9% |
| Participant deferral / active EE | $2,107 | $3,157-33.2% | $5,637-62.6% | $4,806-56.2% |
| Admin fee / account holder | $106 | $98+8.0% | $14,673-99.3% | $133-19.8% |