Filed April 21, 2017
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.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE TRUST Service code 27 4400 HARDING RD · NASHVILLE, TN 37025 | Advisory (Plan) | $79,997 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,749 | $131,799-22.0% | $200,582-48.8% | $85,563+20.1% |
| Participation rate | 96.7% | 87.9%+8.7pp | 86.9%+9.8pp | 66.0%+30.7pp |
| Annual return | 15.40% | 21.59%-6.2pp | 42.33%-26.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,068 | $4,532-54.4% | $6,419-67.8% | $2,654-22.1% |
| Participant deferral / active EE | $5,685 | $7,702-26.2% | $9,331-39.1% | $4,375+29.9% |
| Admin fee / account holder | $377 | $235+60.5% | $16,305-97.7% | $834-54.8% |