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 | Account maintenance fees; Recordkeepi... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,555 | $46,292-77.2% | $143,757-92.7% | $64,808-83.7% |
| Participation rate | 88.0% | 64.2%+23.8pp | 80.3%+7.7pp | 71.5%+16.6pp |
| Annual return | -11.54% | -10.05%-1.5pp | -0.04%-11.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $915 | $1,910-52.1% | $4,951-81.5% | $2,506-63.5% |
| Participant deferral / active EE | $1,944 | $2,646-26.5% | $5,637-65.5% | $4,310-54.9% |
| Admin fee / account holder | $2 | $154-98.6% | $14,673-100.0% | $188-98.9% |