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 MILLER3 years Service code 26 · EIN 35-1493200 | Advisory (Participants) | $35,045 |
Service code 52 | Indirect Investment Fees | $1,590 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $77 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $60 |
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 | $62,028 | $62,928-1.4% | $172,739-64.1% | $67,579-8.2% |
| Participation rate | 40.1% | 64.5%-24.3pp | 82.6%-42.5pp | 71.3%-31.2pp |
| Annual return | 20.54% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $579 | $1,636-64.6% | $5,143-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $2,754 | $2,145+28.4% | $5,198-47.0% | $3,539-22.2% |
| Admin fee / account holder | $111 | $167-33.6% | $13,954-99.2% | $142-22.2% |