Filed May 20, 2016
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 9-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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $7,586 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,944 | $44,989-20.1% | $170,442-78.9% | $77,958-53.9% |
| Participation rate | 31.7% | 64.6%-32.9pp | 83.6%-51.9pp | 71.6%-40.0pp |
| Annual return | 11.91% | 19.61%-7.7pp | 205.93%-194.0pp | 20.87%-9.0pp |
| Employer contribution / active EE | $425 | $1,466-71.0% | $5,433-92.2% | $2,310-81.6% |
| Participant deferral / active EE | $716 | $2,208-67.5% | $4,939-85.5% | $3,537-79.7% |
| Admin fee / account holder | $15 | $69-77.8% | $13,880-99.9% | $97-84.3% |