Filed October 29, 1999
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 |
|---|---|---|
NYHART6+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $38,157 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $30,056 |
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 | $154,776 | $111,608+38.7% | $177,821-13.0% | $73,409+110.8% |
| Participation rate | 91.0% | 87.9%+3.1pp | 87.7%+3.3pp | 72.2%+18.8pp |
| Annual return | 24.84% | 18.23%+6.6pp | 48.32%-23.5pp | 59.29%-34.5pp |
| Employer contribution / active EE | $4,463 | $3,796+17.6% | $5,918-24.6% | $2,234+99.8% |
| Participant deferral / active EE | $3,777 | $6,199-39.1% | $7,714-51.0% | $3,805-0.7% |
| Admin fee / account holder | $83 | $166-50.1% | $12,427-99.3% | $158-47.7% |