See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $17,942 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,096 | $35,135-74.1% | $85,969-89.4% | $59,188-84.6% |
| Participation rate | 87.5% | 50.0%+37.5pp | 76.5%+11.0pp | 69.4%+18.1pp |
| Annual return | 1.60% | 11.01%-9.4pp | 9.32%-7.7pp | 5.51%-3.9pp |
| Employer contribution / active EE | $403 | $764-47.3% | $3,474-88.4% | $2,098-80.8% |
| Participant deferral / active EE | $2,031 | $1,349+50.6% | $3,829-47.0% | $3,265-37.8% |
| Admin fee / account holder | $7 | $152-95.2% | $6,053-99.9% | $92-92.1% |