Filed May 29, 2015
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,726 | $65,061+73.3% | $143,757-21.6% | $66,914+68.5% |
| Participation rate | 73.7% | 65.2%+8.5pp | 80.3%-6.6pp | 69.8%+3.9pp |
| Annual return | -15.94% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,281 | $2,361+39.0% | $4,951-33.7% | $2,544+28.9% |
| Participant deferral / active EE | $4,023 | $2,919+37.8% | $5,637-28.6% | $4,237-5.1% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |