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 LLC4 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $90,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,587 | $47,126-16.0% | $149,673-73.6% | $74,419-46.8% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.8pp | 70.7%+28.8pp |
| Annual return | 17.86% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,273 | $1,905-33.2% | $4,818-73.6% | $2,637-51.7% |
| Participant deferral / active EE | $3,941 | $2,728+44.5% | $5,680-30.6% | $4,528-13.0% |
| Admin fee / account holder | $91 | $343-73.5% | $13,210-99.3% | $348-73.9% |