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 | $60,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,264 | $78,275-26.8% | $109,143-47.5% | $86,799-34.0% |
| Participation rate | 39.8% | 73.8%-34.1pp | 75.9%-36.1pp | 72.3%-32.5pp |
| Annual return | 13.02% | 19.14%-6.1pp | 25.75%-12.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,421 | $3,105-54.2% | $3,722-61.8% | $2,405-40.9% |
| Participant deferral / active EE | $2,088 | $3,641-42.6% | $4,653-55.1% | $4,131-49.4% |
| Admin fee / account holder | $281 | $198+41.6% | $6,752-95.8% | $170+65.7% |