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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,589 |
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 | $113,129 | $69,362+63.1% | $101,248+11.7% | $73,488+53.9% |
| Participation rate | 71.6% | 68.4%+3.2pp | 75.8%-4.2pp | 70.7%+0.9pp |
| Annual return | 16.33% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,211 | $2,628-53.9% | $3,660-66.9% | $2,270-46.7% |
| Participant deferral / active EE | $6,618 | $3,300+100.6% | $4,370+51.4% | $3,740+77.0% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.8% |