Filed February 1, 2013
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... | $1,676 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,434 | $62,928-70.7% | $172,739-89.3% | $67,579-72.7% |
| Participation rate | 78.9% | 64.5%+14.5pp | 82.6%-3.7pp | 71.3%+7.6pp |
| Annual return | 23.41% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $657 | $1,636-59.8% | $5,143-87.2% | $2,148-69.4% |
| Participant deferral / active EE | $643 | $2,145-70.0% | $5,198-87.6% | $3,539-81.8% |
| Admin fee / account holder | $7 | $167-96.1% | $13,954-100.0% | $142-95.4% |