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 LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $126,312 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,614 |
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 | $56,072 | $44,897+24.9% | $84,966-34.0% | $199,593-71.9% |
| Participation rate | 26.5% | 45.7%-19.2pp | 67.5%-41.0pp | 72.0%-45.5pp |
| Annual return | 48.81% | 20.96%+27.8pp | 66.38%-17.6pp | 34.25%+14.6pp |
| Employer contribution / active EE | $847 | $1,365-38.0% | $2,727-68.9% | $3,034-72.1% |
| Participant deferral / active EE | $1,907 | $2,668-28.5% | $4,519-57.8% | $5,087-62.5% |
| Admin fee / account holder | $141 | $584-75.8% | $6,149-97.7% | $269-47.5% |