Filed June 7, 2006 (most recent of 3 filings on file)
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 9-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 |
|---|---|---|
THURSTON SPRINGER MILLER1 year Service code 26 · EIN 35-1493200 | Advisory (Participants) | $34,534 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,820 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $1,261 |
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 | $36,610 | $46,173-20.7% | $170,442-78.5% | $69,631-47.4% |
| Participation rate | 62.5% | 63.9%-1.4pp | 83.6%-21.1pp | 70.7%-8.2pp |
| Annual return | 15.01% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $446 | $1,610-72.3% | $5,433-91.8% | $2,032-78.0% |
| Participant deferral / active EE | $2,260 | $2,080+8.7% | $4,939-54.2% | $3,224-29.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |