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 | $53,678 |
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 | $46,531 | $106,236-56.2% | $112,228-58.5% | $64,808-28.2% |
| Participation rate | 34.5% | 71.7%-37.1pp | 75.1%-40.5pp | 71.5%-36.9pp |
| Annual return | -13.80% | -6.02%-7.8pp | 27.45%-41.3pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,242 | $3,166-60.8% | $3,635-65.8% | $2,506-50.4% |
| Participant deferral / active EE | $1,941 | $3,785-48.7% | $4,728-59.0% | $4,310-55.0% |
| Admin fee / account holder | $240 | $452-46.9% | $6,410-96.3% | $188+27.6% |