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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $33,930 |
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 | $92,332 | $66,124+39.6% | $90,404+2.1% | $73,488+25.6% |
| Participation rate | 95.0% | 69.7%+25.3pp | 72.7%+22.3pp | 70.7%+24.3pp |
| Annual return | 19.39% | 17.65%+1.7pp | 1293.02%-1273.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,776 | $2,346-24.3% | $3,262-45.6% | $2,270-21.8% |
| Participant deferral / active EE | $3,550 | $3,039+16.8% | $3,963-10.4% | $3,740-5.1% |
| Admin fee / account holder | $267 | $396-32.6% | $5,611-95.2% | $513-47.9% |