Filed December 14, 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... | $2,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,508 | $65,061-62.3% | $143,757-83.0% | $66,914-63.4% |
| Participation rate | 87.9% | 65.2%+22.7pp | 80.3%+7.6pp | 69.8%+18.1pp |
| Annual return | -17.81% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $4,058 | $2,361+71.9% | $4,951-18.0% | $2,544+59.5% |
| Participant deferral / active EE | $3,271 | $2,919+12.1% | $5,637-42.0% | $4,237-22.8% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.7% |