Filed October 18, 2004
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 |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY INC. Service code 27 125 BROAD STREET · NEW YORK, NY 10104 | Advisory (Plan) | $126,489 |
Filed as: NEW YORK LIFE SECURITIES Service code 33 · EIN 13-2649692 | Securities brokerage | $9,928 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,444 | $81,321-17.1% | $68,509-1.6% | $59,188+13.9% |
| Participation rate | 71.5% | 83.8%-12.4pp | 74.7%-3.3pp | 69.4%+2.0pp |
| Annual return | -4.30% | 4.65%-8.9pp | 8.27%-12.6pp | 5.51%-9.8pp |
| Employer contribution / active EE | $853 | $3,297-74.1% | $2,278-62.5% | $2,098-59.3% |
| Participant deferral / active EE | $3,603 | $4,592-21.5% | $3,382+6.5% | $3,265+10.4% |
| Admin fee / account holder | $39 | $62-36.8% | $5,275-99.3% | $92-57.7% |