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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 16 4251 CRUMS MILL RD · HARRISBURG, PA 17112 | Consulting | $34,443 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $18,217 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $32,179 | $57,096-43.6% | $94,224-65.8% | $55,191-41.7% |
| Participation rate | 97.6% | 75.7%+21.9pp | 78.8%+18.8pp | 69.2%+28.4pp |
| Annual return | 2.88% | 159.65%-156.8pp | 10.68%-7.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $1,435 | $1,708-15.9% | $3,587-60.0% | $1,899-24.4% |
| Participant deferral / active EE | $4,044 | $3,165+27.8% | $4,320-6.4% | $3,046+32.8% |
| Admin fee / account holder | $33 | $89-62.7% | $6,269-99.5% | $91-63.4% |