Filed January 23, 1
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 19 · EIN 51-0396365 | Securities Custodian | $72,485 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,161 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $2,726 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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 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 | $28,616 | $44,989-36.4% | $170,442-83.2% | $77,958-63.3% |
| Participation rate | 40.7% | 64.6%-23.9pp | 83.6%-42.9pp | 71.6%-31.0pp |
| Annual return | 12.32% | 19.61%-7.3pp | 205.93%-193.6pp | 20.87%-8.6pp |
| Employer contribution / active EE | $438 | $1,466-70.1% | $5,433-91.9% | $2,310-81.0% |
| Participant deferral / active EE | $953 | $2,208-56.8% | $4,939-80.7% | $3,537-73.1% |
| Admin fee / account holder | $137 | $69+99.2% | $13,880-99.0% | $97+41.0% |