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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,230 |
AXA EQUITABLE LIFE INSURANCE CO5+ 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 | $84,294 | $54,237+55.4% | $90,281-6.6% | $67,579+24.7% |
| Participation rate | 84.5% | 68.6%+15.9pp | 73.3%+11.3pp | 71.3%+13.3pp |
| Annual return | 21.41% | 37.27%-15.9pp | 78.10%-56.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $5,898 | $1,846+219.5% | $2,854+106.6% | $2,148+174.6% |
| Participant deferral / active EE | $1,698 | $2,625-35.3% | $3,885-56.3% | $3,539-52.0% |
| Admin fee / account holder | $94 | $123-23.7% | $5,351-98.2% | $142-33.9% |