Filed September 9, 2016
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 10-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 CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,277 | $91,190-54.7% | $178,490-76.9% | $79,858-48.3% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.1pp | 69.6%-21.9pp |
| Annual return | 7.69% | 24.19%-16.5pp | 151.07%-143.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $872 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,322 | $3,236-28.2% | $5,202-55.4% | $3,740-37.9% |
| Admin fee / account holder | $23 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |