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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,050 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $19,732 | $61,156-67.7% | $185,823-89.4% | $79,386-75.1% |
| Participation rate | 96.0% | 66.6%+29.4pp | 81.7%+14.3pp | 70.7%+25.3pp |
| Annual return | 18.70% | 19.45%-0.7pp | 122.05%-103.3pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,493 | $2,321-35.7% | $5,167-71.1% | $2,427-38.5% |
| Participant deferral / active EE | $2,032 | $2,789-27.1% | $5,568-63.5% | $4,046-49.8% |
| Admin fee / account holder | $7 | $710-99.1% | $16,237-100.0% | $626-98.9% |