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 LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $1,780 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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.
Employer 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 | $12,420 | $50,637-75.5% | $86,590-85.7% | $62,292-80.1% |
| Participation rate | 45.1% | 67.9%-22.7pp | 73.5%-28.4pp | 69.5%-24.4pp |
| Annual return | 14.76% | 20.80%-6.0pp | 964.84%-950.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $284 | $2,075-86.3% | $2,839-90.0% | $2,042-86.1% |
| Participant deferral / active EE | $606 | $2,611-76.8% | $3,609-83.2% | $3,169-80.9% |
| Admin fee / account holder | $37 | $413-91.0% | $4,906-99.2% | $479-92.2% |