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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $45,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,761 | $91,190-1.6% | $178,490-49.7% | $79,858+12.4% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 15.09% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,548 | $3,256-21.7% | $5,011-49.1% | $2,471+3.1% |
| Participant deferral / active EE | $4,026 | $3,236+24.4% | $5,202-22.6% | $3,740+7.7% |
| Admin fee / account holder | $376 | $6,751-94.4% | $13,984-97.3% | $5,306-92.9% |