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 CO4+ years Filed as: AXA ADVISORS, LLC Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,990 |
THE VANGUARD GROUP, INC.2 years 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 | $72,890 | $35,485+105.4% | $74,550-2.2% | $55,725+30.8% |
| Participation rate | 96.9% | 62.5%+34.4pp | 69.1%+27.7pp | 70.9%+26.0pp |
| Annual return | -3.08% | 0.72%-3.8pp | 32.53%-35.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,577 | $777+488.9% | $1,961+133.4% | $2,078+120.3% |
| Participant deferral / active EE | $7,901 | $2,181+262.3% | $3,108+154.2% | $3,356+135.5% |
| Admin fee / account holder | $190 | $114+66.3% | $5,060-96.2% | $115+65.1% |