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 CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $14,894 | $62,928-76.3% | $172,739-91.4% | $67,579-78.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 11.31% | 30.36%-19.0pp | 802.84%-791.5pp | 378.56%-367.2pp |
| Employer contribution / active EE | $609 | $1,636-62.8% | $5,143-88.2% | $2,148-71.6% |
| Participant deferral / active EE | $714 | $2,145-66.7% | $5,198-86.3% | $3,539-79.8% |
| Admin fee / account holder | $9 | $167-94.5% | $13,954-99.9% | $142-93.5% |