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... | $1,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,795 | $49,915+188.1% | $154,803-7.1% | $74,304+93.5% |
| Participation rate | 96.3% | 54.0%+42.4pp | 78.1%+18.3pp | 60.3%+36.0pp |
| Annual return | 16.08% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $7,817 | $1,611+385.1% | $4,305+81.6% | $2,241+248.8% |
| Participant deferral / active EE | $8,868 | $2,255+293.3% | $5,540+60.1% | $3,767+135.4% |
| Admin fee / account holder | $6 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |