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 LLC3+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $29,508 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,421 | $57,651-43.8% | $112,229-71.1% | $71,457-54.6% |
| Participation rate | 74.2% | 58.9%+15.3pp | 72.4%+1.8pp | 67.9%+6.3pp |
| Annual return | 11.05% | 18.32%-7.3pp | 30.20%-19.1pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,610 | $1,913-15.9% | $3,430-53.1% | $2,588-37.8% |
| Participant deferral / active EE | $1,280 | $2,863-55.3% | $4,798-73.3% | $4,289-70.2% |
| Admin fee / account holder | $134 | $1,581-91.5% | $7,748-98.3% | $1,587-91.6% |