Filed November 22, 1
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 |
|---|---|---|
ANCHIN, BLOCK & ANCHIN LLP1+ years Service code 10 1375 BROADWAY NEW YORK · NEW YORK, NY 10018 | Accounting | $50,730 |
Filed as: JOHN HANCOCK RETIREMENT SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $41,900 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $18,605 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $165,984 | $62,324+166.3% | $68,509+142.3% | $55,191+200.7% |
| Participation rate | 99.8% | 78.9%+20.9pp | 74.7%+25.1pp | 69.2%+30.6pp |
| Annual return | -0.50% | 4.26%-4.8pp | 8.27%-8.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $9,263 | $2,223+316.7% | $2,278+306.7% | $1,899+387.9% |
| Participant deferral / active EE | $7,310 | $3,425+113.4% | $3,382+116.1% | $3,046+139.9% |
| Admin fee / account holder | $189 | $91+107.0% | $5,275-96.4% | $91+108.4% |