Filed February 1, 2013 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $13,773 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,203 |
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 | $28,802 | $62,928-54.2% | $172,739-83.3% | $67,579-57.4% |
| Participation rate | 79.8% | 64.5%+15.3pp | 82.6%-2.9pp | 71.3%+8.5pp |
| Annual return | 253.57% | 30.36%+223.2pp | 802.84%-549.3pp | 378.56%-125.0pp |
| Employer contribution / active EE | $910 | $1,636-44.4% | $5,143-82.3% | $2,148-57.6% |
| Participant deferral / active EE | $1,359 | $2,145-36.6% | $5,198-73.8% | $3,539-61.6% |
| Admin fee / account holder | $15 | $167-91.0% | $13,954-99.9% | $142-89.4% |