Filed December 28, 2020 (most recent of 9 filings on file)
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 CO1+ years Filed as: AXA DISTRIBUTION HOLDING CORP Service code 27 · EIN 13-4078005 | Advisory (Plan) | $85,101 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,590 | $37,117+109.0% | $147,614-47.4% | $55,191+40.6% |
| Participation rate | 63.3% | 63.6%-0.3pp | 84.6%-21.3pp | 69.2%-5.9pp |
| Annual return | 1.36% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,573 | $1,620+58.8% | $5,564-53.8% | $1,899+35.5% |
| Participant deferral / active EE | $4,286 | $1,985+115.9% | $4,895-12.4% | $3,046+40.7% |
| Admin fee / account holder | $15 | $86-82.3% | $11,611-99.9% | $91-83.3% |