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 | Claims processing; Recordkeeping and ... | $3,458 |
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 | $39,248 | $61,156-35.8% | $185,823-78.9% | $79,386-50.6% |
| Participation rate | 90.0% | 66.6%+23.4pp | 81.7%+8.3pp | 70.7%+19.3pp |
| Annual return | 14.64% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,151 | $2,321-7.3% | $5,167-58.4% | $2,427-11.4% |
| Participant deferral / active EE | $1,141 | $2,789-59.1% | $5,568-79.5% | $4,046-71.8% |
| Admin fee / account holder | $12 | $710-98.3% | $16,237-99.9% | $626-98.0% |