Filed December 22, 2017
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 CO3+ years Filed as: AXA ADVISORS LLC Service code 55 · EIN 13-4078005 | Other Commissions | $22,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
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 | $75,257 | $80,753-6.8% | $136,294-44.8% | $62,292+20.8% |
| Participation rate | 78.7% | 73.5%+5.1pp | 81.9%-3.2pp | 69.5%+9.2pp |
| Annual return | 23.24% | 35.83%-12.6pp | 5155.94%-5132.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $1,194 | $2,884-58.6% | $4,695-74.6% | $2,042-41.5% |
| Participant deferral / active EE | $5,903 | $5,164+14.3% | $6,247-5.5% | $3,169+86.3% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |