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 | $24,074 |
Service code 99 · EIN 47-1411118 | Other Fees | $9,765 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $5,210 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,124 | $85,713+61.1% | $86,677+59.4% | - |
| Participation rate | 47.5% | 72.2%-24.7pp | 76.6%-29.1pp | - |
| Annual return | -18.55% | -20.12%+1.6pp | 35.91%-54.5pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,836-100.0% | - |
| Participant deferral / active EE | $1,799 | $3,318-45.8% | $4,656-61.4% | - |
| Admin fee / account holder | $836 | $28,935-97.1% | $7,493-88.8% | - |