Filed January 23, 2017 (most recent of 2 filings on file)
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 | Participant loan processing; Recordke... | $2,970 |
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 | $17,925 | $47,456-62.2% | $172,739-89.6% | $77,787-77.0% |
| Participation rate | 82.6% | 66.3%+16.4pp | 82.6%0pp | 73.2%+9.4pp |
| Annual return | 25.17% | 35.57%-10.4pp | 802.84%-777.7pp | 32.57%-7.4pp |
| Employer contribution / active EE | $1,009 | $1,574-35.9% | $5,143-80.4% | $2,504-59.7% |
| Participant deferral / active EE | $1,448 | $2,560-43.4% | $5,198-72.1% | $3,967-63.5% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |