Filed December 2, 2011
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,569 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 61 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,914 | $71,957-62.6% | $67,652-60.2% | $59,188-54.5% |
| Participation rate | 61.4% | 82.7%-21.3pp | 75.7%-14.2pp | 69.4%-8.0pp |
| Annual return | 0.31% | 8.53%-8.2pp | 6625.04%-6624.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,485 | $2,432-38.9% | $2,266-34.4% | $2,098-29.2% |
| Participant deferral / active EE | $2,915 | $4,211-30.8% | $3,560-18.1% | $3,265-10.7% |
| Admin fee / account holder | $18 | $64-71.4% | $4,821-99.6% | $92-80.1% |