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 LLC2 years Service code 55 · EIN 13-4078005 | Other Commissions | $49,817 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $9,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,290 |
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 | $98,229 | $84,936+15.7% | $111,297-11.7% | $79,386+23.7% |
| Participation rate | 93.5% | 75.9%+17.7pp | 77.3%+16.2pp | 70.7%+22.8pp |
| Annual return | 13.26% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,990 | $1,979+51.1% | $2,731+9.5% | $2,427+23.2% |
| Participant deferral / active EE | $6,590 | $3,888+69.5% | $4,487+46.9% | $4,046+62.9% |
| Admin fee / account holder | $47 | $537-91.3% | $7,964-99.4% | $626-92.5% |