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 | $63,325 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $27,828 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
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 | $26,146 | $45,382-42.4% | $154,107-83.0% | $75,289-65.3% |
| Participation rate | 40.5% | 65.9%-25.4pp | 83.0%-42.6pp | 72.4%-32.0pp |
| Annual return | -2.31% | -0.47%-1.8pp | 735.12%-737.4pp | -0.04%-2.3pp |
| Employer contribution / active EE | $330 | $1,533-78.5% | $5,298-93.8% | $2,405-86.3% |
| Participant deferral / active EE | $873 | $2,384-63.4% | $5,081-82.8% | $3,739-76.6% |
| Admin fee / account holder | $96 | $89+7.9% | $13,411-99.3% | $102-5.8% |