Filed July 23, 2014
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... | $1,135 |
Employer 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 | $50,154 | $65,409-23.3% | $98,442-49.1% | $85,850-41.6% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.3%+3.3pp | 69.3%+7.4pp |
| Annual return | 17.24% | 21.76%-4.5pp | 1492.73%-1475.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,208 | $3,166+32.9% | $4,276-1.6% | $3,952+6.5% |
| Admin fee / account holder | $14 | $4,593-99.7% | $5,949-99.8% | $6,260-99.8% |