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 15 · EIN 13-5570651 | Recordkeeping | $61,191 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,052 | $55,453+11.9% | $170,442-63.6% | $62,292-0.4% |
| Participation rate | 84.4% | 66.4%+18.0pp | 83.6%+0.8pp | 69.5%+14.9pp |
| Annual return | 15.39% | 21.38%-6.0pp | 205.93%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,894 | $2,164-12.5% | $5,433-65.1% | $2,042-7.3% |
| Participant deferral / active EE | $3,160 | $2,303+37.2% | $4,939-36.0% | $3,169-0.3% |
| Admin fee / account holder | $457 | $455+0.4% | $13,880-96.7% | $479-4.7% |