Filed April 26, 2002
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,944 |
NYHART2+ years Filed as: THE NYHART COMPANY Service code 99 · EIN 35-0966414 | Other Fees | $36,212 |
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 | $48,985 | $36,916+32.7% | $156,549-68.7% | $57,658-15.0% |
| Participation rate | 94.8% | 63.4%+31.4pp | 84.0%+10.8pp | 70.2%+24.6pp |
| Annual return | 8.44% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,351 | $1,926+126.0% | $4,871-10.7% | $3,061+42.2% |
| Admin fee / account holder | $89 | $82+8.1% | $13,027-99.3% | $95-5.7% |