Filed August 20, 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.
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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 | Account maintenance fees; Recordkeepi... | $8,598 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,904 | $65,946-85.0% | $81,783-87.9% | $77,671-87.2% |
| Participation rate | 89.2% | 65.8%+23.4pp | 72.4%+16.8pp | 70.6%+18.6pp |
| Annual return | 10.80% | 26.65%-15.9pp | 775.05%-764.2pp | 31.21%-20.4pp |
| Employer contribution / active EE | $242 | $2,371-89.8% | $2,913-91.7% | $2,726-91.1% |
| Participant deferral / active EE | $1,758 | $3,507-49.9% | $4,320-59.3% | $4,648-62.2% |
| Admin fee / account holder | $12 | $527-97.8% | $7,380-99.8% | $430-97.3% |