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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $22,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,183 | $86,332-36.1% | $125,175-55.9% | $65,185-15.3% |
| Participation rate | 37.6% | 75.3%-37.7pp | 79.8%-42.1pp | 70.2%-32.6pp |
| Annual return | 20.49% | 27.43%-6.9pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,453 | $3,537-30.7% | $4,937-50.3% | $3,514-30.2% |
| Admin fee / account holder | $273 | $609-55.2% | $9,702-97.2% | $847-67.7% |