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 | $15,251 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,290 | $35,485+84.0% | $74,550-12.4% | $55,725+17.2% |
| Participation rate | 55.8% | 62.5%-6.7pp | 69.1%-13.3pp | 70.9%-15.0pp |
| Annual return | -4.62% | 0.72%-5.3pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $78 | $777-90.0% | $1,961-96.0% | $2,078-96.3% |
| Participant deferral / active EE | $1,697 | $2,181-22.2% | $3,108-45.4% | $3,356-49.4% |
| Admin fee / account holder | $67 | $114-41.1% | $5,060-98.7% | $115-41.5% |