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... | $3,019 |
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 | $18,015 | $52,293-65.5% | $178,490-89.9% | $73,409-75.5% |
| Participation rate | 87.6% | 65.3%+22.3pp | 81.9%+5.7pp | 72.2%+15.5pp |
| Annual return | 22.80% | 34.75%-11.9pp | 151.07%-128.3pp | 59.29%-36.5pp |
| Employer contribution / active EE | $387 | $1,735-77.7% | $5,011-92.3% | $2,234-82.7% |
| Participant deferral / active EE | $990 | $2,332-57.5% | $5,202-81.0% | $3,805-74.0% |
| Admin fee / account holder | $7 | $127-94.1% | $13,984-99.9% | $158-95.3% |