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 | $25,969 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,987 |
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 | $35,112 | $47,456-26.0% | $172,739-79.7% | $77,787-54.9% |
| Participation rate | 34.5% | 66.3%-31.8pp | 82.6%-48.2pp | 73.2%-38.7pp |
| Annual return | 4.86% | 35.57%-30.7pp | 802.84%-798.0pp | 32.57%-27.7pp |
| Employer contribution / active EE | $466 | $1,574-70.4% | $5,143-90.9% | $2,504-81.4% |
| Participant deferral / active EE | $772 | $2,560-69.8% | $5,198-85.1% | $3,967-80.5% |
| Admin fee / account holder | $38 | $81-53.0% | $13,954-99.7% | $100-62.0% |