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 | Other services; Distribution (12b-1) ... | $50,041 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $30,286 |
WELLS FARGO BANK, N.A.6+ 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 | $126,969 | $78,275+62.2% | $109,143+16.3% | $86,799+46.3% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 16.71% | 19.14%-2.4pp | 25.75%-9.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $11,381 | $3,105+266.6% | $3,722+205.8% | $2,405+373.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $223 | $198+12.4% | $6,752-96.7% | $170+31.6% |