Filed May 15, 2013 (most recent of 2 filings on file)
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 | Participant loan processing; Recordke... | $8,571 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,504 | $58,290-49.4% | $98,442-70.0% | $86,799-66.0% |
| Participation rate | 79.8% | 68.3%+11.4pp | 73.3%+6.4pp | 72.3%+7.5pp |
| Annual return | 29.88% | 43.48%-13.6pp | 1492.73%-1462.8pp | 97.91%-68.0pp |
| Employer contribution / active EE | $757 | $2,008-62.3% | $2,960-74.4% | $2,405-68.5% |
| Participant deferral / active EE | $784 | $3,152-75.1% | $4,276-81.7% | $4,131-81.0% |
| Admin fee / account holder | $12 | $138-91.4% | $5,949-99.8% | $170-93.0% |