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 LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,809 | $76,367+121.1% | $93,606+80.3% | $72,985+131.3% |
| Participation rate | 94.0% | 71.7%+22.2pp | 75.8%+18.1pp | 69.5%+24.5pp |
| Annual return | 22.90% | 25.82%-2.9pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,711 | $2,275-24.8% | $2,718-37.0% | $2,440-29.9% |
| Participant deferral / active EE | $8,267 | $3,538+133.7% | $4,069+103.2% | $3,607+129.2% |
| Admin fee / account holder | $117 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |