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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,126 | $96,458-31.4% | $136,294-51.5% | $77,958-15.2% |
| Participation rate | 52.2% | 75.4%-23.2pp | 81.9%-29.7pp | 71.6%-19.5pp |
| Annual return | 29.51% | 23.78%+5.7pp | 5155.94%-5126.4pp | 20.87%+8.6pp |
| Employer contribution / active EE | $987 | $3,144-68.6% | $4,695-79.0% | $2,310-57.3% |
| Participant deferral / active EE | $2,792 | $5,902-52.7% | $6,247-55.3% | $3,537-21.1% |
| Admin fee / account holder | $47 | $80-41.4% | $9,243-99.5% | $97-51.6% |