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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,525 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
THURSTON SPRINGER MILLER2 years Service code 26 · EIN 35-1493200 | Advisory (Participants) | $0 |
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 | $34,494 | $37,196-7.3% | $154,107-77.6% | $55,725-38.1% |
| Participation rate | 74.0% | 64.1%+9.9pp | 83.0%-9.1pp | 70.9%+3.1pp |
| Annual return | -2.01% | 1319.68%-1321.7pp | 735.12%-737.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $552 | $1,614-65.8% | $5,298-89.6% | $2,078-73.4% |
| Participant deferral / active EE | $2,735 | $2,068+32.2% | $5,081-46.2% | $3,356-18.5% |
| Admin fee / account holder | $29 | $102-71.5% | $13,411-99.8% | $115-74.8% |