Filed August 8, 2008
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... | $576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,210 | $61,272-26.2% | $149,673-69.8% | $71,457-36.7% |
| Participation rate | 72.0% | 62.5%+9.5pp | 78.8%-6.8pp | 67.9%+4.0pp |
| Annual return | 18.79% | 35.85%-17.1pp | 134.42%-115.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,844 | $2,378-22.5% | $4,818-61.7% | $2,588-28.7% |
| Participant deferral / active EE | $1,697 | $2,917-41.8% | $5,680-70.1% | $4,289-60.4% |
| Admin fee / account holder | $3 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |