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 | $25,741 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,800 | $45,382-21.1% | $154,107-76.8% | $75,289-52.4% |
| Participation rate | 34.8% | 65.9%-31.1pp | 83.0%-48.2pp | 72.4%-37.6pp |
| Annual return | 10.07% | -0.47%+10.5pp | 735.12%-725.0pp | -0.04%+10.1pp |
| Employer contribution / active EE | $437 | $1,533-71.5% | $5,298-91.8% | $2,405-81.8% |
| Participant deferral / active EE | $768 | $2,384-67.8% | $5,081-84.9% | $3,739-79.4% |
| Admin fee / account holder | $46 | $89-48.6% | $13,411-99.7% | $102-55.2% |