Filed February 11, 2005 (most recent of 3 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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE COPR OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $81,972 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $3,295 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,659 | $82,093-59.0% | $379,746-91.1% | $73,409-54.1% |
| Participation rate | 79.6% | 76.8%+2.8pp | 78.4%+1.2pp | 72.2%+7.4pp |
| Annual return | 11.71% | 18.89%-7.2pp | 34.90%-23.2pp | 59.29%-47.6pp |
| Employer contribution / active EE | $915 | $2,847-67.9% | $3,540-74.1% | $2,234-59.0% |
| Participant deferral / active EE | $2,546 | $4,697-45.8% | $6,024-57.7% | $3,805-33.1% |
| Admin fee / account holder | $95 | $128-25.4% | $7,927-98.8% | $158-39.7% |