Filed July 14, 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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS Service code 99 · EIN 13-4078005 | Other Fees | $12,872 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFIRS CORP Service code 99 | Other Fees | $625 |
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 | $67,943 | $54,380+24.9% | $68,509-0.8% | $59,632+13.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.56% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $6,499 | $1,539+322.4% | $2,278+185.3% | $2,203+195.0% |
| Participant deferral / active EE | $3,749 | $2,643+41.8% | $3,382+10.8% | $3,192+17.5% |
| Admin fee / account holder | $13 | $3,885-99.7% | $5,275-99.7% | $4,297-99.7% |