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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,625 |
AXA EQUITABLE LIFE INSURANCE CO2+ 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 | $66,748 | $39,859+67.5% | $78,689-15.2% | $57,658+15.8% |
| Participation rate | 89.3% | 66.1%+23.2pp | 73.6%+15.7pp | 70.2%+19.0pp |
| Annual return | 7.11% | 18.96%-11.9pp | 62.18%-55.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $950 | $1,786-46.8% | $2,851-66.7% | $1,974-51.9% |
| Participant deferral / active EE | $5,452 | $2,248+142.5% | $3,517+55.0% | $3,061+78.1% |
| Admin fee / account holder | $3 | $76-96.4% | $4,510-99.9% | $95-97.1% |