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 | Claims processing; Float revenue; Par... | $74,909 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 28 · EIN 33-0785439 | Investment Management | $30,000 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $294 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
NATIONAL FINANCIAL SERVICES9+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,131 | $50,127+4.0% | $149,673-65.2% | $80,160-35.0% |
| Participation rate | 53.9% | 64.3%-10.4pp | 78.8%-24.9pp | 72.9%-19.1pp |
| Annual return | 15.08% | 29.82%-14.7pp | 134.42%-119.3pp | 40.38%-25.3pp |
| Employer contribution / active EE | $733 | $1,865-60.7% | $4,818-84.8% | $2,978-75.4% |
| Participant deferral / active EE | $2,238 | $3,194-29.9% | $5,680-60.6% | $5,017-55.4% |
| Admin fee / account holder | $113 | $153-26.0% | $13,210-99.1% | $145-22.1% |