Filed December 20, 1996
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 |
|---|---|---|
GOLDPOINT PARTNERS LLC1+ years Filed as: GOLDPOINT Service code 28 · EIN 13-4091043 | Investment Management | $2,037,532 |
PRIVATE ADVISORS LLC1+ years Service code 28 · EIN 54-1886751 | Investment Management | $2,035,593 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $1,287,822 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 13 · EIN 13-5582869 | Contract Administrator | $377,402 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCATES INC. Service code 16 · EIN 75-1680350 | Consulting | $208,696 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $478 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 3.31% | 3.03%+0.3pp | -0.81%+4.1pp | -0.08%+3.4pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |