Filed June 14, 2006
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: FIDELITY INVEST INST OPER CO, INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $294 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INS. COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,341 | $38,925+211.7% | $73,843+64.3% | $55,191+119.9% |
| Participation rate | 47.3% | 66.0%-18.7pp | 73.4%-26.1pp | 69.2%-21.8pp |
| Annual return | 0.23% | 6.31%-6.1pp | 2267.84%-2267.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,869 | $2,351+234.7% | $3,583+119.6% | $3,046+158.3% |
| Admin fee / account holder | $2 | $83-97.5% | $4,880-100.0% | $91-97.7% |