Filed May 23, 2006 (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 5-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 Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,666 | $62,603-47.8% | $104,294-68.7% | $66,914-51.2% |
| Participation rate | 76.7% | 59.6%+17.1pp | 73.3%+3.5pp | 69.8%+6.9pp |
| Annual return | -12.62% | -14.70%+2.1pp | 24.61%-37.2pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,218 | $1,972+12.5% | $3,372-34.2% | $2,544-12.8% |
| Participant deferral / active EE | $1,530 | $2,853-46.4% | $4,625-66.9% | $4,237-63.9% |
| Admin fee / account holder | $168 | $656-74.3% | $7,339-97.7% | $593-71.6% |