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 | $46,228 |
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 | $49,994 | $66,601-24.9% | $92,893-46.2% | $67,579-26.0% |
| Participation rate | 35.8% | 72.5%-36.7pp | 76.0%-40.2pp | 71.3%-35.5pp |
| Annual return | 17.51% | 92.58%-75.1pp | 109.41%-91.9pp | 378.56%-361.1pp |
| Employer contribution / active EE | $1,064 | $2,775-61.7% | $3,653-70.9% | $2,148-50.5% |
| Participant deferral / active EE | $1,626 | $3,157-48.5% | $4,236-61.6% | $3,539-54.1% |
| Admin fee / account holder | $218 | $199+9.8% | $5,794-96.2% | $142+53.4% |