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) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,926 | $80,968-30.9% | $96,544-42.1% | $75,163-25.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.04% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,133 | $2,282-6.5% | $2,965-28.1% | $2,670-20.1% |
| Participant deferral / active EE | $3,704 | $3,928-5.7% | $4,851-23.6% | $4,125-10.2% |
| Admin fee / account holder | $257 | $6,724-96.2% | $8,252-96.9% | $5,651-95.5% |