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 CO2+ years Filed as: AXA Service code 27 1800 E LANCASTER AVE · PAOLI, PA 19301 | Advisory (Plan) | $65,624 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,429 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $42,275 | $70,106-39.7% | $80,975-47.8% | $63,975-33.9% |
| Participation rate | 84.7% | 79.4%+5.4pp | 75.8%+8.9pp | 71.1%+13.6pp |
| Annual return | 7.25% | 13.93%-6.7pp | 17.10%-9.9pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,296 | $2,042-36.5% | $3,714-65.1% | $2,182-40.6% |
| Participant deferral / active EE | $4,036 | $5,245-23.1% | $5,696-29.2% | $3,356+20.2% |
| Admin fee / account holder | $17 | $57-69.5% | $5,516-99.7% | $70-75.3% |