Filed June 8, 2009 (most recent of 2 filings on file)
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 | $129,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,101 | $53,136+3.7% | $155,509-64.6% | $199,593-72.4% |
| Participation rate | 30.9% | 64.1%-33.2pp | 78.2%-47.3pp | 72.0%-41.1pp |
| Annual return | 13.92% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,155 | $3,161-63.4% | $5,626-79.5% | $5,087-77.3% |
| Admin fee / account holder | $121 | $185-35.0% | $15,912-99.2% | $269-55.2% |