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 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,722 |
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 | $15,443 | $62,928-75.5% | $172,739-91.1% | $67,579-77.1% |
| Participation rate | 91.9% | 64.5%+27.4pp | 82.6%+9.2pp | 71.3%+20.6pp |
| Annual return | 22.02% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $415 | $1,636-74.6% | $5,143-91.9% | $2,148-80.7% |
| Participant deferral / active EE | $1,089 | $2,145-49.2% | $5,198-79.0% | $3,539-69.2% |
| Admin fee / account holder | $7 | $167-95.7% | $13,954-99.9% | $142-95.0% |