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 CO3+ 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 | $157,928 | $46,100+242.6% | $86,590+82.4% | $69,631+126.8% |
| Participation rate | 63.0% | 67.2%-4.1pp | 73.5%-10.5pp | 70.7%-7.7pp |
| Annual return | 18.05% | 21.02%-3.0pp | 964.84%-946.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,333 | $2,432+283.8% | $3,609+158.6% | $3,224+189.5% |
| Admin fee / account holder | $5 | $94-95.1% | $4,906-99.9% | $110-95.9% |