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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,910 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 55 · EIN 13-4078005 | Other Commissions | $4,330 |
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 | $33,973 | $73,102-53.5% | $123,544-72.5% | $56,287-39.6% |
| Participation rate | 81.8% | 74.3%+7.4pp | 82.3%-0.5pp | 69.9%+11.9pp |
| Annual return | -2.01% | 3.01%-5.0pp | 119.20%-121.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,624 | $2,977-11.9% | $4,628-43.3% | $2,111+24.3% |
| Participant deferral / active EE | $6,248 | $5,423+15.2% | $6,426-2.8% | $3,350+86.5% |
| Admin fee / account holder | $31 | $554-94.3% | $9,284-99.7% | $521-94.0% |