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 LLC3 years Service code 99 · EIN 13-4071393 | Other Fees | $15,906 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,038 | $82,917-72.2% | $103,333-77.7% | $77,643-70.3% |
| Participation rate | 49.5% | 71.6%-22.0pp | 74.5%-25.0pp | 70.6%-21.0pp |
| Annual return | 13.51% | 19.13%-5.6pp | 24.88%-11.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,162 | $3,552-67.3% | $3,868-70.0% | $2,726-57.4% |
| Participant deferral / active EE | $1,929 | $4,108-53.1% | $5,057-61.9% | $4,647-58.5% |
| Admin fee / account holder | $47 | $638-92.7% | $8,355-99.4% | $430-89.1% |