Filed June 17, 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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 55 · EIN 13-4071393 | Other Commissions | $44,121 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,005 | $33,745+128.2% | $64,105+20.1% | $55,191+39.5% |
| Participation rate | 66.5% | 59.4%+7.1pp | 68.2%-1.7pp | 69.2%-2.7pp |
| Annual return | -0.19% | 4.95%-5.1pp | 791.24%-791.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,230 | $641+404.0% | $1,820+77.5% | $1,899+70.1% |
| Participant deferral / active EE | $5,646 | $1,929+192.7% | $2,822+100.1% | $3,046+85.3% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |