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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $4,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,806 | $51,197-45.7% | $82,719-66.4% | $66,914-58.4% |
| Participation rate | 22.1% | 67.8%-45.7pp | 72.6%-50.5pp | 69.8%-47.7pp |
| Annual return | -14.24% | -9.64%-4.6pp | 701.18%-715.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $545 | $2,611-79.1% | $3,009-81.9% | $2,544-78.6% |
| Participant deferral / active EE | $802 | $3,458-76.8% | $4,395-81.7% | $4,237-81.1% |
| Admin fee / account holder | $62 | $416-85.1% | $5,329-98.8% | $593-89.5% |