Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $143,001 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $496 |
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 | $78,106 | $47,456+64.6% | $172,739-54.8% | $77,787+0.4% |
| Participation rate | 53.9% | 66.3%-12.4pp | 82.6%-28.7pp | 73.2%-19.3pp |
| Annual return | 24.20% | 35.57%-11.4pp | 802.84%-778.6pp | 32.57%-8.4pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,006 | $2,560+17.4% | $5,198-42.2% | $3,967-24.2% |
| Admin fee / account holder | $139 | $81+71.7% | $13,954-99.0% | $100+38.7% |