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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $40,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,032 | $58,264+64.8% | $86,612+10.9% | $71,457+34.4% |
| Participation rate | 96.3% | 65.0%+31.3pp | 71.7%+24.6pp | 67.9%+28.3pp |
| Annual return | 23.53% | 21.63%+1.9pp | 591.07%-567.5pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,889 | $2,574-26.6% | $3,022-37.5% | $2,588-27.0% |
| Participant deferral / active EE | $4,108 | $3,436+19.6% | $4,438-7.4% | $4,289-4.2% |
| Admin fee / account holder | $333 | $1,057-68.5% | $5,614-94.1% | $1,587-79.0% |