Filed November 30, 2012 (most recent of 2 filings on file)
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... | $8,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,647 | $55,415-73.6% | $155,509-90.6% | $74,495-80.3% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.4pp | 67.2%+23.3pp |
| Annual return | 13.89% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $701 | $2,267-69.1% | $4,672-85.0% | $2,623-73.3% |
| Participant deferral / active EE | $2,575 | $2,836-9.2% | $5,626-54.2% | $4,346-40.7% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |