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... | $3,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,476 | $46,292-32.0% | $143,757-78.1% | $64,808-51.4% |
| Participation rate | 71.9% | 64.2%+7.6pp | 80.3%-8.4pp | 71.5%+0.4pp |
| Annual return | -12.19% | -10.05%-2.1pp | -0.04%-12.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,050 | $1,910-45.0% | $4,951-78.8% | $2,506-58.1% |
| Participant deferral / active EE | $952 | $2,646-64.0% | $5,637-83.1% | $4,310-77.9% |
| Admin fee / account holder | $9 | $154-94.5% | $14,673-99.9% | $188-95.5% |