Filed December 13, 2018 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $56,755 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $88,221 | $57,976+52.2% | $62,995+40.0% | $62,292+41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.84% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $4,530 | $2,415+87.6% | $2,759+64.2% | $2,042+121.8% |
| Participant deferral / active EE | $7,293 | $2,956+146.7% | $3,329+119.0% | $3,169+130.1% |
| Admin fee / account holder | $4 | $276-98.7% | $3,600-99.9% | $479-99.2% |