Filed December 2, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $23,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,354 | $84,487-60.5% | $125,339-73.4% | $66,914-50.2% |
| Participation rate | 47.1% | 76.4%-29.4pp | 82.4%-35.3pp | 69.8%-22.7pp |
| Annual return | -16.20% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $961 | $3,553-72.9% | $4,814-80.0% | $2,544-62.2% |
| Participant deferral / active EE | $2,436 | $6,781-64.1% | $7,446-67.3% | $4,237-42.5% |
| Admin fee / account holder | $297 | $685-56.7% | $10,010-97.0% | $593-50.0% |