Filed November 9, 2005 (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 |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES11+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $19,772 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,580 |
PPS PENSION & FINANCIAL SERVICES11+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,248 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,544 | $49,915-38.8% | $154,803-80.3% | $74,304-58.9% |
| Participation rate | 78.1% | 54.0%+24.2pp | 78.1%+0.1pp | 60.3%+17.8pp |
| Annual return | 12.69% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $831 | $1,611-48.4% | $4,305-80.7% | $2,241-62.9% |
| Participant deferral / active EE | $2,612 | $2,255+15.9% | $5,540-52.9% | $3,767-30.7% |
| Admin fee / account holder | $140 | $2,189-93.6% | $14,329-99.0% | $2,969-95.3% |