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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $650 |
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 | $146,626 | $67,411+117.5% | $91,001+61.1% | $70,131+109.1% |
| Participation rate | 97.5% | 71.4%+26.2pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 15.68% | -40.16%+55.8pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,771 | $1,786-0.9% | $2,456-27.9% | $2,342-24.4% |
| Participant deferral / active EE | $8,557 | $2,823+203.2% | $3,547+141.2% | $3,332+156.8% |
| Admin fee / account holder | $6 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |