Filed April 27, 2015
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... | $1,496 |
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 | $14,006 | $51,620-72.9% | $90,281-84.5% | $65,185-78.5% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+24.9pp | 70.2%+28.0pp |
| Annual return | 20.76% | 24.94%-4.2pp | 78.10%-57.3pp | 29.38%-8.6pp |
| Employer contribution / active EE | $892 | $2,235-60.1% | $2,854-68.7% | $2,177-59.0% |
| Participant deferral / active EE | $847 | $2,871-70.5% | $3,885-78.2% | $3,514-75.9% |
| Admin fee / account holder | $10 | $384-97.3% | $5,351-99.8% | $847-98.8% |