Filed October 27, 1998 (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 |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 55 · EIN 13-4078005 | Other Commissions | $37,378 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $8,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,363 |
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 | $63,721 | $59,186+7.7% | $76,768-17.0% | $56,287+13.2% |
| Participation rate | 82.3% | 75.2%+7.1pp | 77.0%+5.4pp | 69.9%+12.5pp |
| Annual return | -6.43% | 6.62%-13.0pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,393 | $1,759+36.1% | $2,485-3.7% | $2,111+13.3% |
| Participant deferral / active EE | $5,054 | $3,255+55.3% | $3,852+31.2% | $3,350+50.9% |
| Admin fee / account holder | $47 | $489-90.5% | $6,675-99.3% | $521-91.1% |