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 LLC5+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $37,095 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,697 | $68,914-48.2% | $136,749-73.9% | $74,304-52.0% |
| Participation rate | 87.4% | 51.3%+36.0pp | 72.1%+15.3pp | 60.3%+27.0pp |
| Annual return | 12.20% | 16.34%-4.1pp | 24.33%-12.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,121 | $1,561-28.2% | $3,400-67.0% | $2,241-50.0% |
| Participant deferral / active EE | $2,194 | $2,541-13.7% | $4,692-53.2% | $3,767-41.8% |
| Admin fee / account holder | $147 | $3,149-95.3% | $11,386-98.7% | $2,969-95.0% |