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 | $31,673 |
CLARFELD FINANCIAL ADVISORS2 years Service code 27 502 WHITE PLAINS ROAD · TARRYTOWN, NY 105915102 | Advisory (Plan) | $23,296 |
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 | $59,759 | $50,815+17.6% | $155,509-61.6% | $77,643-23.0% |
| Participation rate | 49.2% | 63.1%-13.9pp | 78.2%-29.0pp | 70.6%-21.4pp |
| Annual return | 76.20% | 34.80%+41.4pp | 64.67%+11.5pp | 31.24%+45.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,368 | $2,822-16.1% | $5,626-57.9% | $4,647-49.1% |
| Admin fee / account holder | $225 | $437-48.4% | $15,912-98.6% | $430-47.7% |