Filed October 26, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $36,031 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $5,519 |
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 | $33,175 | $62,928-47.3% | $172,739-80.8% | $67,579-50.9% |
| Participation rate | 95.5% | 64.5%+31.1pp | 82.6%+12.9pp | 71.3%+24.3pp |
| Annual return | 22.37% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,134 | $1,636-30.7% | $5,143-77.9% | $2,148-47.2% |
| Participant deferral / active EE | $2,847 | $2,145+32.7% | $5,198-45.2% | $3,539-19.6% |
| Admin fee / account holder | $41 | $167-75.6% | $13,954-99.7% | $142-71.5% |