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... | $3,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,657 | $47,126-32.8% | $149,673-78.8% | $74,419-57.5% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.4pp | 70.7%+11.5pp |
| Annual return | 14.49% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $953 | $1,905-50.0% | $4,818-80.2% | $2,637-63.9% |
| Participant deferral / active EE | $980 | $2,728-64.1% | $5,680-82.7% | $4,528-78.4% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.0% |