Filed April 8, 2003 (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 INSURANCE COMPANY Service code 13 · EIN 13-5582869 | Contract Administrator | $22,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,080 | $33,745+72.1% | $64,105-9.4% | $55,191+5.2% |
| Participation rate | 46.8% | 59.4%-12.6pp | 68.2%-21.4pp | 69.2%-22.4pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $222 | $641-65.4% | $1,820-87.8% | $1,899-88.3% |
| Participant deferral / active EE | $1,272 | $1,929-34.1% | $2,822-54.9% | $3,046-58.3% |
| Admin fee / account holder | $46 | $94-51.8% | $4,499-99.0% | $91-49.9% |