See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Direct paym... | $25,186 |
Filed as: AXA ADVISORS, LLC Service code 27 1000 WOODBURY RD., STE 300 · WOODBURY, NY 117972530 | Advisory (Plan) | $19,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,033 | $86,332+42.5% | $125,175-1.7% | $65,185+88.7% |
| Participation rate | 93.5% | 75.3%+18.2pp | 79.8%+13.7pp | 70.2%+23.3pp |
| Annual return | 22.76% | 27.43%-4.7pp | 43.79%-21.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $3,542 | $2,040+73.6% | $3,865-8.4% | $2,177+62.7% |
| Participant deferral / active EE | $8,219 | $3,537+132.4% | $4,937+66.5% | $3,514+133.9% |
| Admin fee / account holder | $308 | $609-49.4% | $9,702-96.8% | $847-63.6% |