Filed May 15, 2006
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 |
|---|---|---|
RETIREMENT HORIZONS INC.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $29,308 |
OAKVIEW CAPITAL MANAGEMENT2+ years Service code 27 · EIN 26-1237335 | Advisory (Plan) | $12,492 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $4,858 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,444 | $39,859-41.2% | $78,689-70.2% | $57,658-59.3% |
| Participation rate | 47.2% | 66.1%-18.9pp | 73.6%-26.4pp | 70.2%-23.1pp |
| Annual return | 10.10% | 18.96%-8.9pp | 62.18%-52.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $813 | $1,786-54.5% | $2,851-71.5% | $1,974-58.8% |
| Participant deferral / active EE | $1,264 | $2,248-43.8% | $3,517-64.1% | $3,061-58.7% |
| Admin fee / account holder | $247 | $76+224.8% | $4,510-94.5% | $95+161.8% |