Filed May 6, 2012
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 7-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... | $1,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,875 | $95,416-56.1% | $185,823-77.5% | $85,850-51.2% |
| Participation rate | 97.5% | 68.8%+28.8pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 14.81% | 23.59%-8.8pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $562 | $3,314-83.0% | $5,167-89.1% | $2,565-78.1% |
| Participant deferral / active EE | $1,930 | $3,423-43.6% | $5,568-65.3% | $3,952-51.2% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |