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 CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $7,675 |
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 | $80,908 | $39,859+103.0% | $78,689+2.8% | $57,658+40.3% |
| Participation rate | 95.9% | 66.1%+29.8pp | 73.6%+22.3pp | 70.2%+25.7pp |
| Annual return | 5.32% | 18.96%-13.6pp | 62.18%-56.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,630 | $1,786+47.3% | $2,851-7.7% | $1,974+33.3% |
| Participant deferral / active EE | $3,297 | $2,248+46.7% | $3,517-6.3% | $3,061+7.7% |
| Admin fee / account holder | $17 | $76-78.0% | $4,510-99.6% | $95-82.2% |