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 | $64,381 |
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 | $53,641 | $92,971-42.3% | $96,683-44.5% | $74,419-27.9% |
| Participation rate | 36.0% | 71.5%-35.5pp | 74.3%-38.3pp | 70.7%-34.7pp |
| Annual return | 16.98% | 37.49%-20.5pp | 35.69%-18.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,378 | $3,426-59.8% | $3,737-63.1% | $2,637-47.8% |
| Participant deferral / active EE | $2,073 | $3,970-47.8% | $4,878-57.5% | $4,528-54.2% |
| Admin fee / account holder | $275 | $633-56.5% | $6,730-95.9% | $348-20.9% |