Filed January 3, 2012
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... | $5,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,945 | $61,156-73.9% | $185,823-91.4% | $79,386-79.9% |
| Participation rate | 99.6% | 66.6%+32.9pp | 81.7%+17.9pp | 70.7%+28.9pp |
| Annual return | 13.40% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,012 | $2,321-56.4% | $5,167-80.4% | $2,427-58.3% |
| Participant deferral / active EE | $1,097 | $2,789-60.7% | $5,568-80.3% | $4,046-72.9% |
| Admin fee / account holder | $58 | $710-91.8% | $16,237-99.6% | $626-90.7% |