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 |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $95,053 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,170 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,899 | $71,106-42.5% | $83,333-50.9% | $75,289-45.7% |
| Participation rate | 86.6% | 82.0%+4.6pp | 77.8%+8.9pp | 72.4%+14.2pp |
| Annual return | -5.65% | -0.56%-5.1pp | 10.63%-16.3pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1,461 | $2,436-40.0% | $3,379-56.8% | $2,405-39.3% |
| Participant deferral / active EE | $4,362 | $6,249-30.2% | $5,565-21.6% | $3,739+16.7% |
| Admin fee / account holder | $24 | $72-66.7% | $7,510-99.7% | $102-76.4% |