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 CO5+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $17,937 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,222 |
M & O AGENCIES INC DBA THE MAHONEY5+ years Service code 99 1835 S EXTENSION RD · MESA, AZ 85210 | Other Fees | $9,659 |
REDW LLC2 years Service code 10 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $8,200 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,019 | $25,302-9.0% | $74,701-69.2% | $67,579-65.9% |
| Participation rate | 61.6% | 37.8%+23.7pp | 54.5%+7.1pp | 71.3%-9.7pp |
| Annual return | 19.43% | 10291.17%-10271.7pp | 752.92%-733.5pp | 378.56%-359.1pp |
| Employer contribution / active EE | $525 | $446+17.6% | $1,084-51.6% | $2,148-75.6% |
| Participant deferral / active EE | $1,312 | $954+37.6% | $1,964-33.2% | $3,539-62.9% |
| Admin fee / account holder | $163 | $108+51.6% | $3,333-95.1% | $142+14.7% |