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 | Shareholder servicing fees; Sub-trans... | $46,930 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 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 | $117,381 | $91,517+28.3% | $101,248+15.9% | $73,409+59.9% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | -2.12% | 17.17%-19.3pp | 46.47%-48.6pp | 59.29%-61.4pp |
| Employer contribution / active EE | $11,267 | $2,877+291.7% | $3,660+207.9% | $2,234+404.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $219 | $216+1.3% | $5,945-96.3% | $158+38.5% |