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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.
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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 |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $45,464 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,021 | $80,717+15.2% | $154,803-39.9% | $84,808+9.7% |
| Participation rate | 80.7% | 66.8%+13.9pp | 78.1%+2.7pp | 68.3%+12.4pp |
| Annual return | 10.68% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,398 | $2,761-13.2% | $4,305-44.3% | $2,631-8.9% |
| Participant deferral / active EE | $4,013 | $3,303+21.5% | $5,540-27.6% | $4,212-4.7% |
| Admin fee / account holder | $484 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |