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) | $103,609 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $19,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,328 | $52,293+34.5% | $178,490-60.6% | $73,409-4.2% |
| Participation rate | 91.7% | 65.3%+26.4pp | 81.9%+9.8pp | 72.2%+19.6pp |
| Annual return | 13.26% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,099 | $1,735+21.0% | $5,011-58.1% | $2,234-6.0% |
| Participant deferral / active EE | $4,624 | $2,332+98.3% | $5,202-11.1% | $3,805+21.5% |
| Admin fee / account holder | $96 | $127-24.3% | $13,984-99.3% | $158-38.9% |