Filed January 12, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: AXA Service code 27 · EIN 13-4071393 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,079 | $85,635-34.5% | $123,892-54.7% | $63,975-12.3% |
| Participation rate | 45.2% | 74.9%-29.8pp | 81.4%-36.3pp | 71.1%-26.0pp |
| Annual return | 8.17% | 15.74%-7.6pp | 47.52%-39.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $819 | $3,076-73.4% | $4,617-82.3% | $2,182-62.5% |
| Participant deferral / active EE | $2,352 | $5,667-58.5% | $5,984-60.7% | $3,356-29.9% |
| Admin fee / account holder | $56 | $75-25.1% | $8,357-99.3% | $70-20.3% |