Filed December 24, 2014
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 |
|---|---|---|
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Distribution (12b-1) fees; Securities... | $60,113 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUATABLE ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $32,225 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 225 WATER STREET · JACKSONVILLE, FL 32202 | 12b-1 Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,600 | $106,236-10.0% | $112,228-14.8% | $64,808+47.5% |
| Participation rate | 98.5% | 71.7%+26.9pp | 75.1%+23.5pp | 71.5%+27.1pp |
| Annual return | -13.25% | -6.02%-7.2pp | 27.45%-40.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $5,918 | $3,166+86.9% | $3,635+62.8% | $2,506+136.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $218 | $452-51.8% | $6,410-96.6% | $188+16.0% |