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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,495 |
AXA EQUITABLE LIFE INSURANCE CO3+ 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 | $75,011 | $46,100+62.7% | $86,590-13.4% | $69,631+7.7% |
| Participation rate | 89.3% | 67.2%+22.1pp | 73.5%+15.7pp | 70.7%+18.6pp |
| Annual return | 18.12% | 21.02%-2.9pp | 964.84%-946.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $952 | $1,850-48.5% | $2,839-66.5% | $2,032-53.1% |
| Participant deferral / active EE | $5,190 | $2,432+113.4% | $3,609+43.8% | $3,224+61.0% |
| Admin fee / account holder | $2 | $94-97.5% | $4,906-100.0% | $110-97.9% |