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 | Claims processing; Recordkeeping and ... | $2,040 |
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 | $17,245 | $52,293-67.0% | $178,490-90.3% | $73,409-76.5% |
| Participation rate | 87.4% | 65.3%+22.1pp | 81.9%+5.5pp | 72.2%+15.2pp |
| Annual return | 28.47% | 34.75%-6.3pp | 151.07%-122.6pp | 59.29%-30.8pp |
| Employer contribution / active EE | $494 | $1,735-71.5% | $5,011-90.1% | $2,234-77.9% |
| Participant deferral / active EE | $813 | $2,332-65.1% | $5,202-84.4% | $3,805-78.6% |
| Admin fee / account holder | $5 | $127-95.9% | $13,984-100.0% | $158-96.7% |