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 | $19,275 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 61 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Finders' fees / placement fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,876 | $80,211-64.0% | $74,183-61.1% | $63,975-54.9% |
| Participation rate | 75.1% | 84.2%-9.1pp | 76.6%-1.5pp | 71.1%+3.9pp |
| Annual return | 9.87% | 14.13%-4.3pp | 17.74%-7.9pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,745 | $2,553-31.6% | $2,370-26.4% | $2,182-20.0% |
| Participant deferral / active EE | $3,367 | $4,370-23.0% | $3,550-5.2% | $3,356+0.3% |
| Admin fee / account holder | $21 | $67-68.8% | $5,586-99.6% | $70-70.2% |