Filed September 10, 2020
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 7-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 27 · EIN 13-4078005 | Advisory (Plan) | $24,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,841 | $72,607+47.1% | $90,749+17.7% | $66,914+59.7% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | 103.08% | -12.28%+115.4pp | -12.16%+115.2pp | 1.58%+101.5pp |
| Employer contribution / active EE | $12,148 | $2,369+412.9% | $2,921+315.9% | $2,544+377.5% |
| Participant deferral / active EE | $17,136 | $3,977+330.8% | $4,564+275.5% | $4,237+304.5% |
| Admin fee / account holder | $122 | $707-82.8% | $8,445-98.6% | $593-79.5% |