Filed June 3, 2014
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... | $2,267 |
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 | $104,402 | $51,197+103.9% | $82,719+26.2% | $66,914+56.0% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.6%+23.2pp | 69.8%+25.9pp |
| Annual return | 4.30% | -9.64%+13.9pp | 701.18%-696.9pp | 1.58%+2.7pp |
| Employer contribution / active EE | $1,822 | $2,611-30.2% | $3,009-39.4% | $2,544-28.4% |
| Participant deferral / active EE | $2,800 | $3,458-19.0% | $4,395-36.3% | $4,237-33.9% |
| Admin fee / account holder | $8 | $416-98.0% | $5,329-99.8% | $593-98.6% |