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; Custodial ... | $49,903 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $21,953 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 225 WATER STREET · JACKSONVILLE, FL 32202 | 12b-1 Fees | $5,811 |
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 | $140,673 | $66,601+111.2% | $92,893+51.4% | $67,579+108.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 5.06% | 92.58%-87.5pp | 109.41%-104.3pp | 378.56%-373.5pp |
| Employer contribution / active EE | $10,459 | $2,775+276.9% | $3,653+186.3% | $2,148+387.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $256 | $199+28.5% | $5,794-95.6% | $142+79.7% |