Filed December 11, 1
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 10-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 LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $64,415 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,784 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,456 | $122,693+22.6% | $184,203-18.3% | $199,593-24.6% |
| Participation rate | 86.3% | 86.8%-0.5pp | 86.8%-0.5pp | 72.0%+14.3pp |
| Annual return | 16.74% | 143.91%-127.2pp | 28.81%-12.1pp | 34.25%-17.5pp |
| Employer contribution / active EE | $4,522 | $4,584-1.4% | $6,427-29.6% | $3,034+49.0% |
| Participant deferral / active EE | $11,689 | $7,990+46.3% | $9,131+28.0% | $5,087+129.8% |
| Admin fee / account holder | $21 | $121-82.7% | $13,901-99.8% | $269-92.2% |