Filed January 18, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $53,641 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,796 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,245 | $75,760-13.9% | $123,104-47.0% | $59,188+10.2% |
| Participation rate | 94.7% | 86.0%+8.7pp | 86.8%+7.9pp | 69.4%+25.3pp |
| Annual return | 7.23% | 2.93%+4.3pp | 13.22%-6.0pp | 5.51%+1.7pp |
| Employer contribution / active EE | $1,884 | $3,415-44.8% | $5,151-63.4% | $2,098-10.2% |
| Participant deferral / active EE | $5,099 | $5,000+2.0% | $6,230-18.1% | $3,265+56.2% |
| Admin fee / account holder | $28 | $61-53.4% | $9,015-99.7% | $92-69.3% |