Filed July 18, 2006
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... | $4,054 |
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 | $19,323 | $56,485-65.8% | $185,823-89.6% | $86,799-77.7% |
| Participation rate | 93.6% | 65.5%+28.2pp | 81.7%+11.9pp | 72.3%+21.4pp |
| Annual return | 33.17% | 118.04%-84.9pp | 122.05%-88.9pp | 97.91%-64.7pp |
| Employer contribution / active EE | $810 | $1,843-56.1% | $5,167-84.3% | $2,405-66.3% |
| Participant deferral / active EE | $1,460 | $2,553-42.8% | $5,568-73.8% | $4,131-64.7% |
| Admin fee / account holder | $8 | $150-94.6% | $16,237-99.9% | $170-95.2% |