Filed October 18, 2004
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... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,721 | $52,293-75.7% | $178,490-92.9% | $73,409-82.7% |
| Participation rate | 93.3% | 65.3%+27.9pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 14.73% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $448 | $1,735-74.2% | $5,011-91.1% | $2,234-79.9% |
| Participant deferral / active EE | $1,710 | $2,332-26.7% | $5,202-67.1% | $3,805-55.1% |
| Admin fee / account holder | $2 | $127-98.5% | $13,984-100.0% | $158-98.8% |