Filed June 14, 2008 (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 LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $62,131 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,827 | $40,278+23.7% | $80,569-38.2% | $80,160-37.8% |
| Participation rate | 27.9% | 47.5%-19.7pp | 67.0%-39.1pp | 72.9%-45.1pp |
| Annual return | 38.03% | 50.86%-12.8pp | 935.43%-897.4pp | 40.38%-2.4pp |
| Employer contribution / active EE | $903 | $1,332-32.2% | $2,723-66.8% | $2,978-69.7% |
| Participant deferral / active EE | $1,913 | $2,696-29.0% | $4,447-57.0% | $5,017-61.9% |
| Admin fee / account holder | $103 | $210-51.2% | $5,377-98.1% | $145-29.1% |