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... | $1,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,268 | $74,706-59.5% | $75,696-60.0% | $79,386-61.9% |
| Participation rate | 98.3% | 75.3%+22.9pp | 74.8%+23.4pp | 70.7%+27.6pp |
| Annual return | 15.57% | 18.52%-3.0pp | 104.53%-89.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $775 | $2,590-70.1% | $2,743-71.7% | $2,427-68.1% |
| Participant deferral / active EE | $2,366 | $3,533-33.0% | $3,821-38.1% | $4,046-41.5% |
| Admin fee / account holder | $7 | $374-98.1% | $3,619-99.8% | $626-98.9% |