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.
See the 10-year trajectory with Solo.
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 CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $9,849 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,423 | $46,173-25.4% | $170,442-79.8% | $69,631-50.6% |
| Participation rate | 73.6% | 63.9%+9.7pp | 83.6%-10.0pp | 70.7%+2.9pp |
| Annual return | 13.96% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,952 | $1,610+21.3% | $5,433-64.1% | $2,032-3.9% |
| Participant deferral / active EE | $2,354 | $2,080+13.2% | $4,939-52.3% | $3,224-27.0% |
| Admin fee / account holder | $50 | $116-57.1% | $13,880-99.6% | $110-54.9% |