Filed August 30, 1999
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 | Claims processing; Recordkeeping and ... | $383 |
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 | $31,716 | $95,416-66.8% | $185,823-82.9% | $85,850-63.1% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.5pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,588 | $3,314-21.9% | $5,167-49.9% | $2,565+0.9% |
| Participant deferral / active EE | $2,712 | $3,423-20.8% | $5,568-51.3% | $3,952-31.4% |
| Admin fee / account holder | $3 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |