Filed September 2, 2009
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 | Participant loan processing; Recordke... | $923 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,743 | $174,896-69.3% | $125,339-57.1% | - |
| Participation rate | 97.0% | 70.4%+26.6pp | 82.4%+14.6pp | - |
| Annual return | -13.36% | -12.90%-0.5pp | 572.05%-585.4pp | - |
| Employer contribution / active EE | $3,701 | $3,570+3.7% | $4,814-23.1% | - |
| Participant deferral / active EE | $4,535 | $6,354-28.6% | $7,446-39.1% | - |
| Admin fee / account holder | $5 | $56,117-100.0% | $10,010-99.9% | - |