Filed December 2, 2014
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 CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $14,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,256 | $80,753-57.6% | $136,294-74.9% | $62,292-45.0% |
| Participation rate | 38.1% | 73.5%-35.5pp | 81.9%-43.9pp | 69.5%-31.5pp |
| Annual return | 20.98% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $679 | $2,884-76.5% | $4,695-85.5% | $2,042-66.8% |
| Participant deferral / active EE | $1,539 | $5,164-70.2% | $6,247-75.4% | $3,169-51.4% |
| Admin fee / account holder | $217 | $525-58.8% | $9,243-97.7% | $479-54.8% |