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 CO4+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $68,354 |
ZOOK DINON PA1 year Service code 10 · EIN 22-2746484 | Accounting | $5,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,230 | $73,102+33.0% | $123,544-21.3% | $56,287+72.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.17% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $5,226 | $2,977+75.5% | $4,628+12.9% | $2,111+147.5% |
| Participant deferral / active EE | $9,159 | $5,423+68.9% | $6,426+42.5% | $3,350+173.4% |
| Admin fee / account holder | $243 | $554-56.1% | $9,284-97.4% | $521-53.3% |