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 | $74,120 |
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 | $54,490 | $82,917-34.3% | $103,333-47.3% | $77,643-29.8% |
| Participation rate | 52.7% | 71.6%-18.8pp | 74.5%-21.8pp | 70.6%-17.9pp |
| Annual return | 11.77% | 19.13%-7.4pp | 24.88%-13.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,132 | $3,552-40.0% | $3,868-44.9% | $2,726-21.8% |
| Participant deferral / active EE | $3,284 | $4,108-20.1% | $5,057-35.1% | $4,647-29.3% |
| Admin fee / account holder | $295 | $638-53.7% | $8,355-96.5% | $430-31.4% |