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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $133,018 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,954 | $52,670+124.0% | $90,404+30.5% | $73,409+60.7% |
| Participation rate | 95.3% | 67.7%+27.6pp | 72.7%+22.6pp | 72.2%+23.1pp |
| Annual return | 15.01% | 20.70%-5.7pp | 1293.02%-1278.0pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,560 | $1,872+90.2% | $3,262+9.1% | $2,234+59.4% |
| Participant deferral / active EE | $3,829 | $2,807+36.4% | $3,963-3.4% | $3,805+0.6% |
| Admin fee / account holder | $279 | $117+139.3% | $5,611-95.0% | $158+77.0% |