Filed October 29, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $5,951 |
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 | $34,445 | $36,916-6.7% | $156,549-78.0% | $57,658-40.3% |
| Participation rate | 68.6% | 63.4%+5.2pp | 84.0%-15.4pp | 70.2%-1.6pp |
| Annual return | 5.97% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,161 | $1,571+37.6% | $5,501-60.7% | $1,974+9.5% |
| Participant deferral / active EE | $2,291 | $1,926+19.0% | $4,871-53.0% | $3,061-25.2% |
| Admin fee / account holder | $41 | $82-49.8% | $13,027-99.7% | $95-56.2% |