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 LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $90,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,386 | $56,485-28.5% | $185,823-78.3% | $86,799-53.5% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 13.51% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,336 | $1,843-27.5% | $5,167-74.1% | $2,405-44.5% |
| Participant deferral / active EE | $3,453 | $2,553+35.2% | $5,568-38.0% | $4,131-16.4% |
| Admin fee / account holder | $97 | $150-35.5% | $16,237-99.4% | $170-43.1% |