Filed January 5, 2018
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 61 · EIN 13-4078005 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,708 | $68,092-60.8% | $73,307-63.6% | $59,188-54.9% |
| Participation rate | 95.2% | 78.1%+17.1pp | 74.9%+20.3pp | 69.4%+25.8pp |
| Annual return | 7.21% | 5.93%+1.3pp | 5.67%+1.5pp | 5.51%+1.7pp |
| Employer contribution / active EE | $3,996 | $2,018+98.0% | $3,237+23.4% | $2,098+90.5% |
| Participant deferral / active EE | $7,108 | $5,041+41.0% | $4,991+42.4% | $3,265+117.7% |
| Admin fee / account holder | $2 | $630-99.6% | $5,637-100.0% | $92-97.4% |