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 LLC3 years Service code 55 · EIN 13-4078005 | Other Commissions | $46,123 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $9,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,394 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,863 | $65,435+28.2% | $86,677-3.2% | $66,914+25.3% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.6pp |
| Annual return | -19.33% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $3,610 | $2,153+67.6% | $2,836+27.3% | $2,544+41.9% |
| Participant deferral / active EE | $7,953 | $4,100+94.0% | $4,656+70.8% | $4,237+87.7% |
| Admin fee / account holder | $46 | $642-92.8% | $7,493-99.4% | $593-92.2% |