Filed October 26, 2016
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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $82,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,381 |
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 | $35,833 | $52,293-31.5% | $178,490-79.9% | $73,409-51.2% |
| Participation rate | 95.0% | 65.3%+29.7pp | 81.9%+13.1pp | 72.2%+22.8pp |
| Annual return | 14.62% | 34.75%-20.1pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,128 | $1,735-35.0% | $5,011-77.5% | $2,234-49.5% |
| Participant deferral / active EE | $2,781 | $2,332+19.3% | $5,202-46.5% | $3,805-26.9% |
| Admin fee / account holder | $68 | $127-46.4% | $13,984-99.5% | $158-56.8% |