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 |
|---|---|---|
NYHART8+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $46,511 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $28,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,087 | $86,897+57.8% | $151,611-9.6% | $64,808+111.5% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.5%+10.4pp | 71.5%+26.4pp |
| Annual return | -15.78% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $5,205 | $4,010+29.8% | $6,166-15.6% | $2,506+107.7% |
| Participant deferral / active EE | $4,661 | $6,690-30.3% | $8,363-44.3% | $4,310+8.1% |
| Admin fee / account holder | $84 | $153-45.4% | $11,616-99.3% | $188-55.5% |