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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,956 |
AXA EQUITABLE LIFE INSURANCE CO4+ 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 | $77,556 | $43,999+76.3% | $79,464-2.4% | $55,725+39.2% |
| Participation rate | 83.1% | 66.9%+16.2pp | 73.3%+9.8pp | 70.9%+12.3pp |
| Annual return | -2.78% | 1.81%-4.6pp | 718.14%-720.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $5,882 | $1,830+221.5% | $2,800+110.0% | $2,078+183.1% |
| Participant deferral / active EE | $1,340 | $2,538-47.2% | $3,704-63.8% | $3,356-60.1% |
| Admin fee / account holder | $2 | $118-98.0% | $5,113-100.0% | $115-97.9% |