Filed April 4, 2006
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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $59,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,375 | $60,545-3.6% | $92,233-36.7% | $69,631-16.2% |
| Participation rate | 32.4% | 72.2%-39.8pp | 76.5%-44.1pp | 70.7%-38.3pp |
| Annual return | 13.85% | 19.71%-5.9pp | 176.28%-162.4pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,008 | $2,633-61.7% | $3,679-72.6% | $2,032-50.4% |
| Participant deferral / active EE | $1,463 | $2,828-48.3% | $3,897-62.5% | $3,224-54.6% |
| Admin fee / account holder | $291 | $145+100.9% | $5,194-94.4% | $110+163.4% |