Filed February 5, 2021
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: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $30,473 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,512 | $62,324+8.3% | $68,509-1.5% | $55,191+22.3% |
| Participation rate | 98.2% | 78.9%+19.4pp | 74.7%+23.5pp | 69.2%+29.1pp |
| Annual return | 1.38% | 4.26%-2.9pp | 8.27%-6.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $3,550 | $2,223+59.7% | $2,278+55.8% | $1,899+86.9% |
| Participant deferral / active EE | $7,434 | $3,425+117.0% | $3,382+119.8% | $3,046+144.0% |
| Admin fee / account holder | $35 | $91-61.6% | $5,275-99.3% | $91-61.3% |