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... | $2,174 |
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 | $63,850 | $58,879+8.4% | $178,490-64.2% | $73,488-13.1% |
| Participation rate | 99.0% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 19.22% | 24.86%-5.6pp | 151.07%-131.9pp | 28.51%-9.3pp |
| Employer contribution / active EE | $2,005 | $2,236-10.4% | $5,011-60.0% | $2,270-11.7% |
| Participant deferral / active EE | $3,742 | $2,567+45.7% | $5,202-28.1% | $3,740+0.1% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |