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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,493 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $19,362 |
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.)
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 | $79,270 | $86,332-8.2% | $125,175-36.7% | $65,185+21.6% |
| Participation rate | 38.3% | 75.3%-37.0pp | 79.8%-41.5pp | 70.2%-31.9pp |
| Annual return | 24.82% | 27.43%-2.6pp | 43.79%-19.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $484 | $2,040-76.3% | $3,865-87.5% | $2,177-77.8% |
| Participant deferral / active EE | $1,927 | $3,537-45.5% | $4,937-61.0% | $3,514-45.2% |
| Admin fee / account holder | $576 | $609-5.4% | $9,702-94.1% | $847-32.0% |