Filed December 24, 2014
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 |
|---|---|---|
Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $65,010 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SER Service code 51 · EIN 11-3028002 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 11741 | Investment Mgmt Fees | $30,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,020 | $82,917-3.5% | $103,333-22.6% | $77,643+3.1% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 17.60% | 19.13%-1.5pp | 24.88%-7.3pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,658 | $3,552+3.0% | $3,868-5.4% | $2,726+34.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $172 | $638-73.1% | $8,355-97.9% | $430-60.1% |