Filed November 18, 2021
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... | $2,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,195 | $50,815+109.0% | $155,509-31.7% | $77,643+36.8% |
| Participation rate | 75.8% | 63.1%+12.7pp | 78.2%-2.4pp | 70.6%+5.2pp |
| Annual return | 14.08% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,681 | $1,993+34.5% | $4,672-42.6% | $2,726-1.7% |
| Participant deferral / active EE | $4,317 | $2,822+53.0% | $5,626-23.3% | $4,647-7.1% |
| Admin fee / account holder | $7 | $437-98.4% | $15,912-100.0% | $430-98.4% |