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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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $188,290 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 16 · EIN 13-4071393 | Consulting | $52,020 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,610 | $69,305-8.2% | $82,313-22.7% | $69,631-8.6% |
| Participation rate | 76.8% | 80.3%-3.4pp | 76.9%-0.1pp | 70.7%+6.1pp |
| Annual return | 17.77% | 21.47%-3.7pp | 25.88%-8.1pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $676 | $1,887-64.1% | $2,428-72.1% | $2,032-66.7% |
| Participant deferral / active EE | $4,689 | $3,568+31.4% | $3,706+26.5% | $3,224+45.5% |
| Admin fee / account holder | $259 | $97+166.5% | $5,608-95.4% | $110+134.5% |