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 |
|---|---|---|
NYHART7+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $86,053 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $35,365 |
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 | $173,077 | $111,491+55.2% | $189,513-8.7% | $86,799+99.4% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | 15.81% | 83.50%-67.7pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $4,485 | $3,951+13.5% | $6,162-27.2% | $2,405+86.5% |
| Participant deferral / active EE | $4,380 | $6,437-32.0% | $8,221-46.7% | $4,131+6.0% |
| Admin fee / account holder | $165 | $189-12.5% | $12,045-98.6% | $170-2.6% |