Filed December 29, 2004 (most recent of 2 filings on file)
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 CO3+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $17,135 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,162 |
ZOOK DINON PA1 year Service code 10 509 SOUTH LENOLA RD · MOORESTOWN, NJ 08057 | Accounting | $9,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,136 | $66,302-0.3% | $110,238-40.0% | $56,287+17.5% |
| Participation rate | 38.6% | 74.9%-36.4pp | 79.8%-41.3pp | 69.9%-31.3pp |
| Annual return | -7.53% | -1.18%-6.4pp | 314.74%-322.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $467 | $2,047-77.2% | $3,826-87.8% | $2,111-77.9% |
| Participant deferral / active EE | $1,993 | $3,381-41.0% | $4,672-57.3% | $3,350-40.5% |
| Admin fee / account holder | $327 | $698-53.2% | $8,547-96.2% | $521-37.3% |