Filed June 28, 2002
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 6-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $27,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,747 | $55,415-48.1% | $155,509-81.5% | $74,495-61.4% |
| Participation rate | 81.6% | 61.9%+19.7pp | 78.2%+3.4pp | 67.2%+14.4pp |
| Annual return | 13.98% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,535 | $2,267-32.3% | $4,672-67.2% | $2,623-41.5% |
| Participant deferral / active EE | $2,609 | $2,836-8.0% | $5,626-53.6% | $4,346-40.0% |
| Admin fee / account holder | $161 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |