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 LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $109,905 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,012 |
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 | $45,452 | $50,815-10.6% | $155,509-70.8% | $77,643-41.5% |
| Participation rate | 90.7% | 63.1%+27.6pp | 78.2%+12.5pp | 70.6%+20.1pp |
| Annual return | 12.34% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,005 | $1,993-49.5% | $4,672-78.5% | $2,726-63.1% |
| Participant deferral / active EE | $3,954 | $2,822+40.1% | $5,626-29.7% | $4,647-14.9% |
| Admin fee / account holder | $159 | $437-63.6% | $15,912-99.0% | $430-63.1% |