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 | $55,660 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $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 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 | $23,002 | $47,456-51.5% | $172,739-86.7% | $77,787-70.4% |
| Participation rate | 45.9% | 66.3%-20.4pp | 82.6%-36.8pp | 73.2%-27.3pp |
| Annual return | 14.46% | 35.57%-21.1pp | 802.84%-788.4pp | 32.57%-18.1pp |
| Employer contribution / active EE | $371 | $1,574-76.4% | $5,143-92.8% | $2,504-85.2% |
| Participant deferral / active EE | $930 | $2,560-63.7% | $5,198-82.1% | $3,967-76.6% |
| Admin fee / account holder | $69 | $81-14.7% | $13,954-99.5% | $100-31.1% |