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 10-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 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $5,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,891 | $51,620-44.0% | $90,281-68.0% | $65,185-55.7% |
| Participation rate | 30.3% | 68.6%-38.3pp | 73.3%-42.9pp | 70.2%-39.9pp |
| Annual return | 23.85% | 24.94%-1.1pp | 78.10%-54.2pp | 29.38%-5.5pp |
| Employer contribution / active EE | $793 | $2,235-64.5% | $2,854-72.2% | $2,177-63.6% |
| Participant deferral / active EE | $1,365 | $2,871-52.4% | $3,885-64.9% | $3,514-61.1% |
| Admin fee / account holder | $91 | $384-76.3% | $5,351-98.3% | $847-89.3% |