Filed September 21, 2022
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: RAICH ENDE MALTER & CO LLP Service code 99 · EIN 11-2336434 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,408 | $55,449+36.0% | $83,848-10.1% | $56,287+34.0% |
| Participation rate | 68.3% | 68.0%+0.3pp | 76.1%-7.9pp | 69.9%-1.6pp |
| Annual return | -4.26% | -1.38%-2.9pp | 850.88%-855.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,467 | $2,430+1.5% | $3,631-32.0% | $2,111+16.9% |
| Participant deferral / active EE | $4,837 | $2,935+64.8% | $4,082+18.5% | $3,350+44.4% |
| Admin fee / account holder | $18 | $656-97.2% | $5,478-99.7% | $521-96.5% |