Filed November 18, 2015 (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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $268,330 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 100101603 | Investment Management | $133,670 |
ERNST & YOUNG LLP4 years Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $129,000 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,100 | $144,996-7.5% | $111,297+20.5% | $93,030+44.1% |
| Participation rate | 92.6% | 86.2%+6.5pp | 77.3%+15.3pp | 73.9%+18.7pp |
| Annual return | 12.83% | 18.26%-5.4pp | 54.65%-41.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $2,416 | $3,056-20.9% | $2,731-11.5% | $2,706-10.7% |
| Participant deferral / active EE | $5,877 | $5,587+5.2% | $4,487+31.0% | $4,562+28.8% |
| Admin fee / account holder | $166 | $103+60.6% | $7,964-97.9% | $152+9.5% |