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 AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $14,102 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,366 | $56,095-67.3% | $178,490-89.7% | $90,288-79.7% |
| Participation rate | 70.5% | 65.6%+4.9pp | 81.9%-11.4pp | 73.4%-2.9pp |
| Annual return | 1.90% | 28.81%-26.9pp | 151.07%-149.2pp | 53.97%-52.1pp |
| Employer contribution / active EE | $879 | $1,572-44.1% | $5,011-82.5% | $2,524-65.2% |
| Participant deferral / active EE | $1,257 | $2,669-52.9% | $5,202-75.8% | $4,232-70.3% |
| Admin fee / account holder | $6 | $101-94.0% | $13,984-100.0% | $114-94.7% |