Filed July 27, 2020
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 9-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 CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 1840 CENTURY PARK EAST, SUITE 300 · LOS ANGELES, CA 90067 | Directed Trustee | $3,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,597 | $47,977-44.6% | $154,107-82.7% | $56,287-52.7% |
| Participation rate | 82.0% | 66.2%+15.8pp | 83.0%-1.0pp | 69.9%+12.2pp |
| Annual return | -4.42% | 3.54%-8.0pp | 735.12%-739.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $955 | $2,169-56.0% | $5,298-82.0% | $2,111-54.8% |
| Participant deferral / active EE | $1,153 | $2,392-51.8% | $5,081-77.3% | $3,350-65.6% |
| Admin fee / account holder | $489 | $438+11.7% | $13,411-96.4% | $521-6.1% |