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) | $112,634 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $17,276 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,004 | $45,000+44.5% | $143,757-54.8% | $77,904-16.6% |
| Participation rate | 92.2% | 66.8%+25.4pp | 80.3%+11.9pp | 73.7%+18.5pp |
| Annual return | -13.94% | 29.03%-43.0pp | -0.04%-13.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,194 | $1,870+17.3% | $4,951-55.7% | $2,848-23.0% |
| Participant deferral / active EE | $4,962 | $3,157+57.2% | $5,637-12.0% | $4,806+3.3% |
| Admin fee / account holder | $97 | $98-1.8% | $14,673-99.3% | $133-27.1% |