Filed October 18, 2004
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... | $2,918 |
Participant 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 | $20,660 | $65,061-68.2% | $143,757-85.6% | $66,914-69.1% |
| Participation rate | 98.9% | 65.2%+33.8pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | -13.29% | -11.14%-2.2pp | -0.04%-13.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,401 | $2,361-40.6% | $4,951-71.7% | $2,544-44.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $502-98.0% | $14,673-99.9% | $593-98.3% |