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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $361 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,440 | $61,156-37.1% | $185,823-79.3% | $79,386-51.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 17.47% | 19.45%-2.0pp | 122.05%-104.6pp | 116.85%-99.4pp |
| Employer contribution / active EE | $659 | $2,321-71.6% | $5,167-87.2% | $2,427-72.9% |
| Participant deferral / active EE | $1,632 | $2,789-41.5% | $5,568-70.7% | $4,046-59.7% |
| Admin fee / account holder | $2 | $710-99.8% | $16,237-100.0% | $626-99.7% |