Filed January 10, 2002
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 LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $1,025 |
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 | $83,232 | $54,762+52.0% | $90,281-7.8% | $72,985+14.0% |
| Participation rate | 94.7% | 65.1%+29.6pp | 73.3%+21.5pp | 69.5%+25.3pp |
| Annual return | 20.78% | 30.63%-9.9pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,942 | $2,092-7.2% | $2,854-32.0% | $2,440-20.4% |
| Participant deferral / active EE | $3,439 | $2,887+19.1% | $3,885-11.5% | $3,607-4.7% |
| Admin fee / account holder | $52 | $3,972-98.7% | $5,351-99.0% | $5,124-99.0% |