Filed July 18, 2013
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 | Participant loan processing; Recordke... | $4,013 |
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 | $23,274 | $62,928-63.0% | $172,739-86.5% | $67,579-65.6% |
| Participation rate | 87.5% | 64.5%+23.0pp | 82.6%+4.8pp | 71.3%+16.2pp |
| Annual return | 19.80% | 30.36%-10.6pp | 802.84%-783.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $721 | $1,636-55.9% | $5,143-86.0% | $2,148-66.4% |
| Participant deferral / active EE | $1,746 | $2,145-18.6% | $5,198-66.4% | $3,539-50.7% |
| Admin fee / account holder | $11 | $167-93.2% | $13,954-99.9% | $142-92.1% |