Filed July 18, 2013
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 13 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $1,645 |
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 | $0 | $46,360-100.0% | $147,614-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 84.6%-84.6pp | 68.1%-68.1pp |
| Annual return | 13.19% | 1.62%+11.6pp | 61.98%-48.8pp | 4.54%+8.6pp |
| Employer contribution / active EE | $475 | $2,126-77.6% | $5,564-91.5% | $1,882-74.7% |
| Participant deferral / active EE | $1,486 | $2,258-34.2% | $4,895-69.6% | $3,022-50.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |