Filed March 20, 2014 (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... | $3,012 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,746 | $63,745-83.1% | $98,442-89.1% | $79,386-86.5% |
| Participation rate | 86.3% | 69.9%+16.4pp | 73.3%+12.9pp | 70.7%+15.6pp |
| Annual return | 17.02% | 625.80%-608.8pp | 1492.73%-1475.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $973 | $2,557-61.9% | $2,960-67.1% | $2,427-59.9% |
| Participant deferral / active EE | $570 | $3,303-82.7% | $4,276-86.7% | $4,046-85.9% |
| Admin fee / account holder | $13 | $516-97.6% | $5,949-99.8% | $626-98.0% |