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 CO8+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $24,864 |
Participant contribution per participant 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 | $18,282 | $46,292-60.5% | $143,757-87.3% | $64,808-71.8% |
| Participation rate | 90.4% | 64.2%+26.2pp | 80.3%+10.1pp | 71.5%+19.0pp |
| Annual return | -10.46% | -10.05%-0.4pp | -0.04%-10.4pp | 32.82%-43.3pp |
| Employer contribution / active EE | $777 | $1,910-59.3% | $4,951-84.3% | $2,506-69.0% |
| Participant deferral / active EE | $834 | $2,646-68.5% | $5,637-85.2% | $4,310-80.7% |
| Admin fee / account holder | $38 | $154-75.4% | $14,673-99.7% | $188-79.9% |