Filed December 24, 2014
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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $16,317 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-transfer agency fees; Securities ... | $3,822 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 56-1354525 225 WATER STREET · JACKSONVILLE, FL 32202 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,172 | $58,726+174.4% | $92,233+74.7% | $62,292+158.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.48% | 43.62%-34.1pp | 176.28%-166.8pp | 28.90%-19.4pp |
| Employer contribution / active EE | $9,752 | $2,392+307.7% | $3,679+165.1% | $2,042+377.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $92 | $556-83.5% | $5,194-98.2% | $479-80.8% |