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 | $66,868 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,319 | $47,977+19.5% | $154,107-62.8% | $56,287+1.8% |
| Participation rate | 79.1% | 66.2%+12.9pp | 83.0%-3.9pp | 69.9%+9.2pp |
| Annual return | -4.22% | 3.54%-7.8pp | 735.12%-739.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5 | $2,169-99.8% | $5,298-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $3,362 | $2,392+40.6% | $5,081-33.8% | $3,350+0.4% |
| Admin fee / account holder | $480 | $438+9.6% | $13,411-96.4% | $521-7.8% |