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 LLC4+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $35,354 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,803 | $62,327-41.0% | $120,354-69.4% | $74,495-50.6% |
| Participation rate | 89.0% | 56.8%+32.2pp | 71.9%+17.1pp | 67.2%+21.8pp |
| Annual return | 14.49% | 18.61%-4.1pp | 107.15%-92.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,745 | $1,843+48.9% | $3,463-20.7% | $2,623+4.7% |
| Participant deferral / active EE | $2,205 | $2,893-23.8% | $4,991-55.8% | $4,346-49.3% |
| Admin fee / account holder | $149 | $2,396-93.8% | $9,423-98.4% | $1,942-92.3% |