Filed October 27, 1998 (most recent of 2 filings on file)
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 LLC1 year Service code 55 · EIN 13-4078005 | Other Commissions | $42,282 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $6,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,006 |
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 | $91,819 | $73,638+24.7% | $95,952-4.3% | $73,488+24.9% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 16.59% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,019 | $1,863+62.1% | $2,541+18.8% | $2,270+33.0% |
| Participant deferral / active EE | $6,606 | $3,617+82.7% | $4,167+58.5% | $3,740+76.7% |
| Admin fee / account holder | $48 | $482-90.1% | $6,795-99.3% | $513-90.7% |