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 | $288 |
AXA EQUITABLE LIFE INSURANCE CO2+ 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 | $126,248 | $39,859+216.7% | $78,689+60.4% | $57,658+119.0% |
| Participation rate | 70.0% | 66.1%+3.9pp | 73.6%-3.6pp | 70.2%-0.3pp |
| Annual return | 9.42% | 18.96%-9.5pp | 62.18%-52.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,379 | $2,248+272.7% | $3,517+138.3% | $3,061+173.8% |
| Admin fee / account holder | $5 | $76-93.5% | $4,510-99.9% | $95-94.7% |