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 CO3+ years Filed as: AXA ADVISORS, LLC Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $41,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,816 | $48,064+55.7% | $78,778-5.0% | $69,631+7.4% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.2%+28.0pp | 70.7%+26.5pp |
| Annual return | 16.95% | 21.81%-4.9pp | 35.62%-18.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,645 | $744+390.2% | $1,986+83.5% | $2,032+79.3% |
| Participant deferral / active EE | $7,084 | $2,079+240.7% | $2,958+139.5% | $3,224+119.7% |
| Admin fee / account holder | $192 | $152+26.4% | $5,134-96.3% | $110+74.0% |