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 CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $5,925 |
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 | $77,221 | $38,925+98.4% | $73,843+4.6% | $55,191+39.9% |
| Participation rate | 95.1% | 66.0%+29.1pp | 73.4%+21.6pp | 69.2%+25.9pp |
| Annual return | 0.69% | 6.31%-5.6pp | 2267.84%-2267.1pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,465 | $1,695+45.4% | $2,787-11.6% | $1,899+29.8% |
| Participant deferral / active EE | $3,096 | $2,351+31.7% | $3,583-13.6% | $3,046+1.6% |
| Admin fee / account holder | $13 | $83-83.9% | $4,880-99.7% | $91-85.3% |