Filed February 17, 2000
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,435 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,754 | $38,925+68.9% | $73,843-11.0% | $55,191+19.1% |
| Participation rate | 94.1% | 66.0%+28.1pp | 73.4%+20.7pp | 69.2%+25.0pp |
| Annual return | 0.49% | 6.31%-5.8pp | 2267.84%-2267.4pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,062 | $1,695-37.3% | $2,787-61.9% | $1,899-44.0% |
| Participant deferral / active EE | $5,631 | $2,351+139.5% | $3,583+57.2% | $3,046+84.8% |
| Admin fee / account holder | $3 | $83-96.5% | $4,880-99.9% | $91-96.8% |