Filed August 26, 2014
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 |
|---|---|---|
FOCUSED WEALTH MANAGEMENT5 years Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 216 STATE ROUTE 299 · HIGHLAND, NY 125287515 | Advisory (Plan) | $43,848 |
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $22,614 |
PRAGER METIS CPAS, LLC5 years Filed as: PRAGER METIS Service code 10 · EIN 06-1667465 800 WESTCHESTER AVE · RYE BROOK, NY 105731354 | Accounting | $20,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,425 | $91,762+53.0% | $67,502+108.0% | $77,643+80.9% |
| Participation rate | 94.9% | 75.9%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 11.98% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,379 | $3,181-25.2% | $2,731-12.9% | $2,726-12.7% |
| Participant deferral / active EE | $4,864 | $3,903+24.6% | $4,000+21.6% | $4,647+4.7% |
| Admin fee / account holder | $127 | $176-27.6% | $3,998-96.8% | $430-70.4% |