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 EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,816 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,878 | $39,122-39.0% | $57,179-58.2% | $62,891-62.0% |
| Participation rate | 36.7% | 70.5%-33.8pp | 75.3%-38.6pp | 69.3%-32.6pp |
| Annual return | 8.58% | 9.23%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $792 | $1,874-57.7% | $2,682-70.5% | $2,281-65.3% |
| Participant deferral / active EE | $1,028 | $2,374-56.7% | $3,096-66.8% | $3,203-67.9% |
| Admin fee / account holder | $29 | $2,592-98.9% | $3,139-99.1% | $4,296-99.3% |