Filed December 16, 2008
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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $17,318 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,105 | $37,117-64.7% | $147,614-91.1% | $55,191-76.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 5.44% | 3.44%+2.0pp | 61.98%-56.5pp | 10.78%-5.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,078 | $1,985-45.7% | $4,895-78.0% | $3,046-64.6% |
| Admin fee / account holder | $252 | $86+195.0% | $11,611-97.8% | $91+178.1% |