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 | $19,548 |
BKD, LLP2 years 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.
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 | $75,959 | $40,174+89.1% | $84,015-9.6% | $67,579+12.4% |
| Participation rate | 43.0% | 62.7%-19.7pp | 69.0%-26.1pp | 71.3%-28.3pp |
| Annual return | 21.48% | 25.82%-4.3pp | 71.31%-49.8pp | 378.56%-357.1pp |
| Employer contribution / active EE | $230 | $808-71.5% | $1,983-88.4% | $2,148-89.3% |
| Participant deferral / active EE | $1,418 | $2,301-38.4% | $3,239-56.2% | $3,539-59.9% |
| Admin fee / account holder | $79 | $128-38.6% | $6,101-98.7% | $142-44.6% |