See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE ADVISORS, LLC Service code 13 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Contract Administrator | $18,553 |
401K GENERATION1+ years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $7,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,537 | $51,197+127.6% | $82,719+40.9% | $66,914+74.2% |
| Participation rate | 93.7% | 67.8%+25.9pp | 72.6%+21.1pp | 69.8%+23.9pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,617 | $2,611+76.8% | $3,009+53.4% | $2,544+81.5% |
| Participant deferral / active EE | $6,216 | $3,458+79.8% | $4,395+41.4% | $4,237+46.7% |
| Admin fee / account holder | $203 | $416-51.0% | $5,329-96.2% | $593-65.7% |