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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $79,810 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 16 · EIN 13-4071393 6251 CRUMS MILL RD. · HARRISBURG, PA 17112 | Consulting | $63,500 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $25,450 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $35,452 | $33,780+4.9% | $74,550-52.4% | $75,289-52.9% |
| Participation rate | 89.5% | 62.7%+26.8pp | 69.1%+20.3pp | 72.4%+17.0pp |
| Annual return | -4.28% | -1.24%-3.0pp | 32.53%-36.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,681 | $845+99.0% | $1,961-14.3% | $2,405-30.1% |
| Participant deferral / active EE | $3,987 | $1,890+111.0% | $3,108+28.3% | $3,739+6.7% |
| Admin fee / account holder | $42 | $86-51.4% | $5,060-99.2% | $102-59.0% |