Filed October 17, 2011
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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,654 |
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 | $29,962 | $52,953-43.4% | $172,739-82.7% | $65,185-54.0% |
| Participation rate | 92.7% | 66.2%+26.5pp | 82.6%+10.0pp | 70.2%+22.5pp |
| Annual return | 21.35% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,452 | $2,190-33.7% | $5,143-71.8% | $2,177-33.3% |
| Participant deferral / active EE | $3,265 | $2,471+32.1% | $5,198-37.2% | $3,514-7.1% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-99.0% |