Filed July 7, 2000
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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,132 | $215,321-77.6% | $143,757-66.5% | - |
| Participation rate | 98.0% | 60.1%+37.9pp | 80.3%+17.7pp | - |
| Annual return | -18.04% | -15.45%-2.6pp | -0.04%-18.0pp | - |
| Employer contribution / active EE | $2,885 | $1,875+53.9% | $4,951-41.7% | - |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,637-100.0% | - |
| Admin fee / account holder | $155 | $36,394-99.6% | $14,673-98.9% | - |