See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4078005 100 MADISON ST. · SYRACUSE, NY 13202 | Advisory (Participants) | $12,178 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,817 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,980 | $60,989-78.7% | $60,874-78.7% | $66,914-80.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -15.77% | -9.60%-6.2pp | 16.90%-32.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,983 | $2,661-25.5% | $2,701-26.6% | $2,544-22.1% |
| Participant deferral / active EE | $1,717 | $3,615-52.5% | $3,817-55.0% | $4,237-59.5% |
| Admin fee / account holder | $236 | $338-30.4% | $3,224-92.7% | $593-60.3% |