Filed April 7, 2015
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... | $1,667 |
Employer contribution per participant 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 | $29,535 | $65,322-54.8% | $70,449-58.1% | $73,488-59.8% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 14.24% | 15.71%-1.5pp | 109.03%-94.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $654 | $2,460-73.4% | $2,737-76.1% | $2,270-71.2% |
| Participant deferral / active EE | $2,177 | $3,375-35.5% | $3,709-41.3% | $3,740-41.8% |
| Admin fee / account holder | $8 | $214-96.2% | $3,845-99.8% | $513-98.4% |