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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.
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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 LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $68,765 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,625 | $50,982+3.2% | $154,803-66.0% | $85,563-38.5% |
| Participation rate | 78.6% | 59.8%+18.8pp | 78.1%+0.5pp | 66.0%+12.6pp |
| Annual return | 13.63% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.9pp |
| Employer contribution / active EE | $2,376 | $1,708+39.1% | $4,305-44.8% | $2,654-10.5% |
| Participant deferral / active EE | $3,898 | $2,474+57.6% | $5,540-29.6% | $4,375-10.9% |
| Admin fee / account holder | $247 | $846-70.7% | $14,329-98.3% | $834-70.3% |