Filed January 12, 1998
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $63,328 |
Service code 11 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Actuarial | $37,850 |
Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $16,819 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | -0.69% | 4.02%-4.7pp | 4.11%-4.8pp | 4.16%-4.8pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $35,308-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |