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 27 6569 CARROLLTON AVE. · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $18,923 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 9465 COUNSELORS ROW, STE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $15,589 |
ERISA SMART1 year Service code 99 2419 E HARBOR BLVD, STE 163 · VENTURA, CA 93001 | Other Fees | $6,281 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,601 | $46,292-10.1% | $143,757-71.1% | $64,808-35.8% |
| Participation rate | 79.7% | 64.2%+15.5pp | 80.3%-0.6pp | 71.5%+8.3pp |
| Annual return | -12.06% | -10.05%-2.0pp | -0.04%-12.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $651 | $1,910-65.9% | $4,951-86.9% | $2,506-74.0% |
| Participant deferral / active EE | $3,511 | $2,646+32.7% | $5,637-37.7% | $4,310-18.5% |
| Admin fee / account holder | $50 | $154-67.2% | $14,673-99.7% | $188-73.1% |