Filed June 11, 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... | $2,023 |
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 | $55,091 | $52,953+4.0% | $172,739-68.1% | $65,185-15.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,959 | $2,190-10.5% | $5,143-61.9% | $2,177-10.0% |
| Participant deferral / active EE | $3,658 | $2,471+48.0% | $5,198-29.6% | $3,514+4.1% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-99.0% |