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 CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $11,845 |
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 | $12,717 | $37,196-65.8% | $154,107-91.7% | $55,725-77.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -1.98% | 1319.68%-1321.7pp | 735.12%-737.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $689 | $1,614-57.3% | $5,298-87.0% | $2,078-66.9% |
| Participant deferral / active EE | $717 | $2,068-65.4% | $5,081-85.9% | $3,356-78.6% |
| Admin fee / account holder | $34 | $102-66.3% | $13,411-99.7% | $115-70.2% |