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 | $48,201 |
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 | $58,397 | $91,517-36.2% | $101,248-42.3% | $73,409-20.5% |
| Participation rate | 34.0% | 73.8%-39.8pp | 75.8%-41.8pp | 72.2%-38.2pp |
| Annual return | 14.74% | 17.17%-2.4pp | 46.47%-31.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,140 | $2,877-60.4% | $3,660-68.8% | $2,234-48.9% |
| Participant deferral / active EE | $1,676 | $3,338-49.8% | $4,370-61.6% | $3,805-55.9% |
| Admin fee / account holder | $228 | $216+5.8% | $5,945-96.2% | $158+44.7% |