Filed December 22, 2014
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 10-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 | $51,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,093 | $102,317-2.2% | $146,958-31.9% | $80,856+23.8% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.5pp | 67.6%+17.1pp |
| Annual return | 12.01% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,730 | $3,713-26.5% | $4,933-44.7% | $2,755-0.9% |
| Participant deferral / active EE | $4,305 | $6,644-35.2% | $8,070-46.6% | $4,296+0.2% |
| Admin fee / account holder | $393 | $7,941-95.1% | $12,998-97.0% | $6,918-94.3% |