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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $282 |
AXA EQUITABLE LIFE INSURANCE CO4+ 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,009 | $43,999+229.6% | $79,472+82.5% | $55,727+160.2% |
| Participation rate | 69.2% | 66.9%+2.2pp | 73.3%-4.2pp | 70.9%-1.7pp |
| Annual return | -4.59% | 1.81%-6.4pp | 718.32%-722.9pp | 244.94%-249.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,801-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,659 | $2,538+280.5% | $3,704+160.8% | $3,356+187.8% |
| Admin fee / account holder | $5 | $118-95.5% | $5,104-99.9% | $115-95.4% |