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 | $39,138 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $8,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,738 |
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 | $74,991 | $65,376+14.7% | $87,100-13.9% | $65,185+15.0% |
| Participation rate | 94.0% | 75.3%+18.7pp | 76.9%+17.2pp | 70.2%+23.8pp |
| Annual return | 23.31% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,865 | $1,822+57.2% | $2,521+13.6% | $2,177+31.6% |
| Participant deferral / active EE | $6,152 | $3,388+81.6% | $4,049+52.0% | $3,514+75.1% |
| Admin fee / account holder | $47 | $520-90.9% | $7,497-99.4% | $847-94.4% |