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 |
|---|---|---|
AXIM MANAGED RETIREMENT SOLUTIONS1 year Filed as: AXIM MANAGED RETIREMENT SOLUTION Service code 99 · EIN 52-1396995 | Other Fees | $1,297 |
Service code 99 · EIN 46-2486380 | Other Fees | $1,297 |
AXIM MANAGED RETIREMENT SOLUTIONS1 year Service code 49 · EIN 52-1396995 | Other Services | $0 |
Service code 99 · EIN 86-0588303 | Other Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,684 | $104,475-64.9% | $159,436-77.0% | $79,386-53.8% |
| Participation rate | 52.3% | 76.6%-24.3pp | 82.8%-30.5pp | 70.7%-18.4pp |
| Annual return | 22.20% | 67.95%-45.7pp | 263.57%-241.4pp | 116.85%-94.6pp |
| Employer contribution / active EE | $2,212 | $3,417-35.3% | $4,829-54.2% | $2,427-8.9% |
| Participant deferral / active EE | $2,413 | $6,467-62.7% | $7,352-67.2% | $4,046-40.4% |
| Admin fee / account holder | $233 | $711-67.2% | $10,799-97.8% | $626-62.7% |