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 CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $6,900 |
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 | $90,524 | $43,999+105.7% | $79,464+13.9% | $55,725+62.4% |
| Participation rate | 96.5% | 66.9%+29.6pp | 73.3%+23.2pp | 70.9%+25.7pp |
| Annual return | -3.30% | 1.81%-5.1pp | 718.14%-721.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,324 | $1,830+81.7% | $2,800+18.7% | $2,078+60.0% |
| Participant deferral / active EE | $3,471 | $2,538+36.7% | $3,704-6.3% | $3,356+3.4% |
| Admin fee / account holder | $15 | $118-87.5% | $5,113-99.7% | $115-87.2% |