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 | $34,720 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $20,781 |
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 | $86,655 | $81,474+6.4% | $133,956-35.3% | $73,488+17.9% |
| Participation rate | 42.8% | 76.4%-33.6pp | 79.8%-37.1pp | 70.7%-27.9pp |
| Annual return | 20.59% | 19.40%+1.2pp | 45.09%-24.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $554 | $2,209-74.9% | $3,919-85.9% | $2,270-75.6% |
| Participant deferral / active EE | $1,994 | $3,786-47.3% | $5,048-60.5% | $3,740-46.7% |
| Admin fee / account holder | $517 | $713-27.5% | $8,927-94.2% | $513+0.7% |