Filed March 6, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $26,307 |
Service code 27 502 WHITE PLAINS ROAD · TARRYTOWN, NY 105915102 | Advisory (Plan) | $17,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,828 | $61,272-53.0% | $149,673-80.7% | $71,457-59.7% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 17.68% | 35.85%-18.2pp | 134.42%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,898 | $2,378+63.9% | $4,818-19.1% | $2,588+50.6% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $125 | $1,261-90.1% | $13,210-99.1% | $1,587-92.2% |