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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,874 |
Service code 28 | Investment Management | $7,591 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,727 | $52,670+72.3% | $90,404+0.4% | $73,409+23.6% |
| Participation rate | 78.6% | 67.7%+10.9pp | 72.7%+5.9pp | 72.2%+6.4pp |
| Annual return | 14.38% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $6,053 | $1,872+223.4% | $3,262+85.6% | $2,234+171.0% |
| Participant deferral / active EE | $1,332 | $2,807-52.6% | $3,963-66.4% | $3,805-65.0% |
| Admin fee / account holder | $96 | $117-17.5% | $5,611-98.3% | $158-39.0% |