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 CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $2,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,662 | $46,360-81.3% | $147,614-94.1% | $52,331-83.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.74% | 1.62%-3.4pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,510 | $2,126-29.0% | $5,564-72.9% | $1,882-19.8% |
| Participant deferral / active EE | $947 | $2,258-58.0% | $4,895-80.7% | $3,022-68.7% |
| Admin fee / account holder | $36 | $766-95.2% | $11,611-99.7% | $592-93.9% |