Filed June 23, 2005
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... | $2,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,180 | $61,156-40.8% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 28.05% | 19.45%+8.6pp | 122.05%-94.0pp | 116.85%-88.8pp |
| Employer contribution / active EE | $1,049 | $2,321-54.8% | $5,167-79.7% | $2,427-56.8% |
| Participant deferral / active EE | $1,479 | $2,789-47.0% | $5,568-73.4% | $4,046-63.5% |
| Admin fee / account holder | $11 | $710-98.4% | $16,237-99.9% | $626-98.2% |