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 | $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.
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 | $145,009 | $43,999+229.6% | $79,464+82.5% | $55,725+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 | 718.14%-722.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,659 | $2,538+280.5% | $3,704+160.8% | $3,356+187.9% |
| Admin fee / account holder | $5 | $118-95.5% | $5,113-99.9% | $115-95.4% |