Filed November 7, 2023 (most recent of 2 filings on file)
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 CO1+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $34,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
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 | $99,117 | $70,002+41.6% | $115,037-13.8% | $52,331+89.4% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.6pp | 68.1%+23.8pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,000 | $2,715+10.5% | $4,608-34.9% | $1,882+59.4% |
| Participant deferral / active EE | $10,160 | $4,920+106.5% | $6,026+68.6% | $3,022+236.2% |
| Admin fee / account holder | $241 | $566-57.4% | $8,175-97.0% | $592-59.2% |