Filed July 6, 2012 (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 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 LLC5 years Service code 99 · EIN 13-4071393 | Other Fees | $15,434 |
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 | $22,160 | $55,415-60.0% | $155,509-85.7% | $74,495-70.3% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.3pp | 67.2%+6.6pp |
| Annual return | 12.60% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $628 | $2,267-72.3% | $4,672-86.6% | $2,623-76.0% |
| Participant deferral / active EE | $1,790 | $2,836-36.9% | $5,626-68.2% | $4,346-58.8% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |