Filed December 23, 1996
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 |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $20,446 |
Service code 99 · EIN 47-1411118 | Other Fees | $9,579 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,046 | $86,286+113.3% | $111,297+65.4% | $85,850+114.4% |
| Participation rate | 51.1% | 73.3%-22.3pp | 77.3%-26.2pp | 69.3%-18.3pp |
| Annual return | 13.82% | 19.99%-6.2pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,151 | $3,641-40.9% | $4,487-52.1% | $3,952-45.6% |
| Admin fee / account holder | $541 | $8,188-93.4% | $7,964-93.2% | $6,260-91.4% |