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 COMPAN Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,625 | $99,020-48.9% | $86,590-41.5% | $147,584-65.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -25.28% | 1312.34%-1337.6pp | 964.84%-990.1pp | 578.55%-603.8pp |
| Employer contribution / active EE | $8,788 | $3,132+180.6% | $2,839+209.5% | $4,876+80.2% |
| Participant deferral / active EE | $11,132 | $3,972+180.2% | $3,609+208.5% | $5,439+104.7% |
| Admin fee / account holder | $65 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |