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) | $139,790 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $16,485 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,274 | $56,485+26.2% | $185,823-61.6% | $86,799-17.9% |
| Participation rate | 91.3% | 65.5%+25.9pp | 81.7%+9.6pp | 72.3%+19.1pp |
| Annual return | 14.72% | 118.04%-103.3pp | 122.05%-107.3pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,446 | $1,843+32.7% | $5,167-52.7% | $2,405+1.7% |
| Participant deferral / active EE | $5,169 | $2,553+102.5% | $5,568-7.2% | $4,131+25.1% |
| Admin fee / account holder | $114 | $150-23.8% | $16,237-99.3% | $170-32.8% |