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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $39,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,504 | $51,197+65.1% | $82,719+2.2% | $66,914+26.3% |
| Participation rate | 88.5% | 67.8%+20.7pp | 72.6%+15.9pp | 69.8%+18.7pp |
| Annual return | -23.51% | -9.64%-13.9pp | 701.18%-724.7pp | 1.58%-25.1pp |
| Employer contribution / active EE | $1,957 | $2,611-25.0% | $3,009-35.0% | $2,544-23.1% |
| Participant deferral / active EE | $3,607 | $3,458+4.3% | $4,395-17.9% | $4,237-14.9% |
| Admin fee / account holder | $306 | $416-26.4% | $5,329-94.3% | $593-48.5% |