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 |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $16,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,370 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,776 | $65,365+46.5% | $92,893+3.1% | $72,985+31.2% |
| Participation rate | 70.4% | 68.3%+2.1pp | 76.0%-5.6pp | 69.5%+0.9pp |
| Annual return | 23.84% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,175 | $2,594-54.7% | $3,653-67.8% | $2,440-51.9% |
| Participant deferral / active EE | $6,266 | $3,128+100.3% | $4,236+47.9% | $3,607+73.7% |
| Admin fee / account holder | $7 | $4,251-99.8% | $5,794-99.9% | $5,124-99.9% |