Filed June 16, 2008
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $1,600 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,876 | $38,925-69.5% | $73,843-83.9% | $55,191-78.5% |
| Participation rate | 41.5% | 66.0%-24.6pp | 73.4%-32.0pp | 69.2%-27.7pp |
| Annual return | -0.96% | 6.31%-7.3pp | 2267.84%-2268.8pp | 10.78%-11.7pp |
| Employer contribution / active EE | $268 | $1,695-84.2% | $2,787-90.4% | $1,899-85.9% |
| Participant deferral / active EE | $547 | $2,351-76.7% | $3,583-84.7% | $3,046-82.0% |
| Admin fee / account holder | $27 | $83-67.3% | $4,880-99.4% | $91-70.2% |