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 |
|---|---|---|
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Distribution (12b-1) fees; Shareholde... | $44,484 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $19,613 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 225 WATER STREET · JACKSONVILLE, FL 32202 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,655 | $55,449+177.1% | $83,848+83.3% | $56,287+173.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 4.84% | -1.38%+6.2pp | 850.88%-846.0pp | -9.96%+14.8pp |
| Employer contribution / active EE | $10,426 | $2,430+329.0% | $3,631+187.2% | $2,111+393.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $264 | $656-59.8% | $5,478-95.2% | $521-49.4% |