Filed June 7, 2014
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 9-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... | $7,473 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,956 | $62,928-84.2% | $172,739-94.2% | $67,579-85.3% |
| Participation rate | 97.5% | 64.5%+33.0pp | 82.6%+14.8pp | 71.3%+26.2pp |
| Annual return | 22.17% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,055 | $1,636-35.5% | $5,143-79.5% | $2,148-50.9% |
| Participant deferral / active EE | $990 | $2,145-53.9% | $5,198-81.0% | $3,539-72.0% |
| Admin fee / account holder | $22 | $167-86.8% | $13,954-99.8% | $142-84.5% |