Filed July 11, 2006
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.
See the 5-year trajectory. $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 LLC2 years Service code 99 · EIN 13-4071393 | Other Fees | $11,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,552 | $92,971-82.2% | $96,683-82.9% | $74,419-77.8% |
| Participation rate | 45.2% | 71.5%-26.4pp | 74.3%-29.2pp | 70.7%-25.5pp |
| Annual return | 18.55% | 37.49%-18.9pp | 35.69%-17.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,143 | $3,426-66.6% | $3,737-69.4% | $2,637-56.7% |
| Participant deferral / active EE | $1,798 | $3,970-54.7% | $4,878-63.1% | $4,528-60.3% |
| Admin fee / account holder | $31 | $633-95.1% | $6,730-99.5% | $348-91.1% |