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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,598 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, LLC Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
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 | $85,762 | $40,174+113.5% | $84,015+2.1% | $67,579+26.9% |
| Participation rate | 97.7% | 62.7%+35.1pp | 69.0%+28.7pp | 71.3%+26.5pp |
| Annual return | 20.77% | 25.82%-5.1pp | 71.31%-50.5pp | 378.56%-357.8pp |
| Employer contribution / active EE | $4,435 | $808+449.2% | $1,983+123.6% | $2,148+106.5% |
| Participant deferral / active EE | $8,157 | $2,301+254.5% | $3,239+151.9% | $3,539+130.5% |
| Admin fee / account holder | $194 | $128+51.4% | $6,101-96.8% | $142+36.6% |