Filed January 23, 1
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 19 · EIN 51-0396365 | Securities Custodian | $57,261 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $34,235 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,819 | $56,095-55.8% | $178,490-86.1% | $90,288-72.5% |
| Participation rate | 36.6% | 65.6%-29.0pp | 81.9%-45.3pp | 73.4%-36.8pp |
| Annual return | 11.37% | 28.81%-17.4pp | 151.07%-139.7pp | 53.97%-42.6pp |
| Employer contribution / active EE | $367 | $1,572-76.6% | $5,011-92.7% | $2,524-85.4% |
| Participant deferral / active EE | $747 | $2,669-72.0% | $5,202-85.6% | $4,232-82.4% |
| Admin fee / account holder | $63 | $101-37.1% | $13,984-99.5% | $114-44.5% |