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 | $52,437 |
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 | $52,843 | $56,443-6.4% | $83,848-37.0% | $55,725-5.2% |
| Participation rate | 33.6% | 72.0%-38.5pp | 76.1%-42.6pp | 70.9%-37.3pp |
| Annual return | -4.03% | 393.67%-397.7pp | 850.88%-854.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $971 | $2,682-63.8% | $3,631-73.3% | $2,078-53.3% |
| Participant deferral / active EE | $1,422 | $2,965-52.0% | $4,082-65.2% | $3,356-57.6% |
| Admin fee / account holder | $261 | $156+66.9% | $5,478-95.2% | $115+126.4% |