Filed July 31, 2019
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 | Recordkeeping and information managem... | $3,660 |
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 | $31,558 | $62,928-49.9% | $172,739-81.7% | $67,579-53.3% |
| Participation rate | 84.1% | 64.5%+19.7pp | 82.6%+1.5pp | 71.3%+12.8pp |
| Annual return | 29.33% | 30.36%-1.0pp | 802.84%-773.5pp | 378.56%-349.2pp |
| Employer contribution / active EE | $1,171 | $1,636-28.4% | $5,143-77.2% | $2,148-45.5% |
| Participant deferral / active EE | $1,151 | $2,145-46.3% | $5,198-77.8% | $3,539-67.5% |
| Admin fee / account holder | $11 | $167-93.5% | $13,954-99.9% | $142-92.4% |