Filed June 22, 2010
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 | Account maintenance fees; Participant... | $3,066 |
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 | $28,827 | $52,953-45.6% | $172,739-83.3% | $65,185-55.8% |
| Participation rate | 93.7% | 66.2%+27.5pp | 82.6%+11.0pp | 70.2%+23.5pp |
| Annual return | 22.01% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $4,225 | $2,190+92.9% | $5,143-17.9% | $2,177+94.1% |
| Participant deferral / active EE | $1,074 | $2,471-56.5% | $5,198-79.3% | $3,514-69.4% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |