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 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $65,621 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 51 · EIN 98-2834236 1290 AVENUES OF THE AMERICAS · NEW YORK, NY 10104 | Investment Mgmt Fees | $31,407 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,209 | $92,971-13.7% | $96,683-17.0% | $74,419+7.8% |
| Participation rate | 99.4% | 71.5%+27.8pp | 74.3%+25.0pp | 70.7%+28.6pp |
| Annual return | 11.08% | 37.49%-26.4pp | 35.69%-24.6pp | 34.38%-23.3pp |
| Employer contribution / active EE | $5,803 | $3,426+69.4% | $3,737+55.3% | $2,637+120.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $182 | $633-71.3% | $6,730-97.3% | $348-47.7% |