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... | $2,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,757 | $46,292-24.9% | $143,757-75.8% | $64,808-46.4% |
| Participation rate | 74.6% | 64.2%+10.4pp | 80.3%-5.7pp | 71.5%+3.2pp |
| Annual return | -15.62% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,215 | $1,910+173.1% | $4,951+5.3% | $2,506+108.1% |
| Participant deferral / active EE | $1,317 | $2,646-50.2% | $5,637-76.6% | $4,310-69.4% |
| Admin fee / account holder | $10 | $154-93.8% | $14,673-99.9% | $188-94.9% |