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 CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $15,033 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,379 | $46,173-68.9% | $170,442-91.6% | $69,631-79.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 9.31% | 21.62%-12.3pp | 205.93%-196.6pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $924 | $1,610-42.6% | $5,433-83.0% | $2,032-54.5% |
| Participant deferral / active EE | $998 | $2,080-52.0% | $4,939-79.8% | $3,224-69.0% |
| Admin fee / account holder | $265 | $116+128.4% | $13,880-98.1% | $110+139.8% |