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 | $1,675 |
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 | $90,196 | $46,100+95.7% | $86,590+4.2% | $69,631+29.5% |
| Participation rate | 82.4% | 67.2%+15.3pp | 73.5%+8.9pp | 70.7%+11.7pp |
| Annual return | 16.84% | 21.02%-4.2pp | 964.84%-948.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $5,662 | $1,850+206.1% | $2,839+99.4% | $2,032+178.6% |
| Participant deferral / active EE | $1,123 | $2,432-53.8% | $3,609-68.9% | $3,224-65.2% |
| Admin fee / account holder | $3 | $94-96.9% | $4,906-99.9% | $110-97.4% |