Filed January 10, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $1,875 |
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 | $66,167 | $50,637+30.7% | $86,590-23.6% | $62,292+6.2% |
| Participation rate | 92.8% | 67.9%+24.9pp | 73.5%+19.2pp | 69.5%+23.3pp |
| Annual return | 17.62% | 20.80%-3.2pp | 964.84%-947.2pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,753 | $2,075-15.5% | $2,839-38.2% | $2,042-14.1% |
| Participant deferral / active EE | $2,803 | $2,611+7.4% | $3,609-22.3% | $3,169-11.5% |
| Admin fee / account holder | $13 | $413-96.8% | $4,906-99.7% | $479-97.2% |