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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,597 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $27,882 |
Service code 15 · EIN 87-1296893 | Recordkeeping | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,296 | $80,724-52.6% | $103,333-62.9% | $74,495-48.6% |
| Participation rate | 93.4% | 65.7%+27.7pp | 74.5%+18.9pp | 67.2%+26.2pp |
| Annual return | 14.60% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,249 | $3,157+34.6% | $3,868+9.9% | $2,623+62.0% |
| Participant deferral / active EE | $3,699 | $3,860-4.2% | $5,057-26.9% | $4,346-14.9% |
| Admin fee / account holder | $250 | $2,368-89.4% | $8,355-97.0% | $1,942-87.1% |