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 | $53,532 | $81,248-34.1% | $155,509-65.6% | $80,856-33.8% |
| Participation rate | 89.8% | 66.2%+23.6pp | 78.2%+11.6pp | 67.6%+22.2pp |
| Annual return | 18.49% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,892 | $3,100+25.6% | $4,672-16.7% | $2,755+41.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $269 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |