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 8-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 CO4+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $64,538 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,852 | $78,781-43.1% | $100,516-55.4% | $73,409-38.9% |
| Participation rate | 71.4% | 80.0%-8.6pp | 79.4%-8.0pp | 72.2%-0.8pp |
| Annual return | 24.80% | 31.69%-6.9pp | 30.89%-6.1pp | 59.29%-34.5pp |
| Employer contribution / active EE | $1,635 | $2,420-32.4% | $3,418-52.2% | $2,234-26.8% |
| Participant deferral / active EE | $6,004 | $6,537-8.2% | $6,270-4.2% | $3,805+57.8% |
| Admin fee / account holder | $141 | $145-2.8% | $8,081-98.3% | $158-10.5% |