Filed March 8, 2007
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: APS INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 46-4325794 1 HUNTINGTON QUADRANGLE, SUITE 2S04 · MELVILLE, NY 11747 | Advisory (Plan) | $22,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,895 | $73,884-25.7% | $95,952-42.8% | - |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | - |
| Annual return | 16.11% | 11.13%+5.0pp | 91.61%-75.5pp | - |
| Employer contribution / active EE | $1,093 | $1,782-38.7% | $2,541-57.0% | - |
| Participant deferral / active EE | $3,334 | $3,914-14.8% | $4,167-20.0% | - |
| Admin fee / account holder | $319 | $4,316-92.6% | $6,795-95.3% | - |