Filed April 4, 2006
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 13 · EIN 06-1050034 | Contract Administrator | $2,805 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 33 · EIN 13-4071393 | Securities brokerage; Securities brok... | $0 |
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.
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 | $77,912 | $50,498+54.3% | $75,781+2.8% | $55,191+41.2% |
| Participation rate | 42.9% | 69.4%-26.5pp | 75.8%-32.9pp | 69.2%-26.3pp |
| Annual return | -1.88% | 1.80%-3.7pp | 9.68%-11.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $641 | $2,291-72.0% | $3,323-80.7% | $1,899-66.2% |
| Participant deferral / active EE | $1,346 | $2,589-48.0% | $3,651-63.1% | $3,046-55.8% |
| Admin fee / account holder | $24 | $123-80.5% | $5,299-99.5% | $91-73.5% |