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... | $3,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,795 | $56,485-26.0% | $185,823-77.5% | $86,799-51.8% |
| Participation rate | 88.6% | 65.5%+23.1pp | 81.7%+6.9pp | 72.3%+16.3pp |
| Annual return | 13.13% | 118.04%-104.9pp | 122.05%-108.9pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,624 | $1,843-11.9% | $5,167-68.6% | $2,405-32.5% |
| Participant deferral / active EE | $1,217 | $2,553-52.3% | $5,568-78.1% | $4,131-70.5% |
| Admin fee / account holder | $11 | $150-92.6% | $16,237-99.9% | $170-93.4% |