Filed November 22, 2004 (most recent of 2 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $99,223 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $13,427 |
BROWNSTEIN RASK LLP1 year Filed as: BROWNSTEIN RASK SWEENEY KERR GRIM Service code 49 · EIN 93-0589000 | Other Services | $8,175 |
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 | $57,458 | $62,928-8.7% | $172,739-66.7% | $67,579-15.0% |
| Participation rate | 92.8% | 64.5%+28.3pp | 82.6%+10.1pp | 71.3%+21.5pp |
| Annual return | 18.68% | 30.36%-11.7pp | 802.84%-784.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,072 | $1,636+26.7% | $5,143-59.7% | $2,148-3.5% |
| Participant deferral / active EE | $4,574 | $2,145+113.2% | $5,198-12.0% | $3,539+29.2% |
| Admin fee / account holder | $87 | $167-47.6% | $13,954-99.4% | $142-38.6% |