Filed October 29, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $10,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,795 | $52,293-29.6% | $178,490-79.4% | $73,409-49.9% |
| Participation rate | 63.3% | 65.3%-2.1pp | 81.9%-18.6pp | 72.2%-8.9pp |
| Annual return | 9.42% | 34.75%-25.3pp | 151.07%-141.7pp | 59.29%-49.9pp |
| Employer contribution / active EE | $2,049 | $1,735+18.1% | $5,011-59.1% | $2,234-8.3% |
| Participant deferral / active EE | $2,369 | $2,332+1.6% | $5,202-54.5% | $3,805-37.7% |
| Admin fee / account holder | $45 | $127-64.8% | $13,984-99.7% | $158-71.6% |