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 LLC3 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $86,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,784 | $46,292-29.2% | $143,757-77.2% | $64,808-49.4% |
| Participation rate | 93.8% | 64.2%+29.6pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -16.35% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,325 | $1,910-30.6% | $4,951-73.2% | $2,506-47.1% |
| Participant deferral / active EE | $3,304 | $2,646+24.9% | $5,637-41.4% | $4,310-23.3% |
| Admin fee / account holder | $88 | $154-42.9% | $14,673-99.4% | $188-53.3% |