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 | Recordkeeping and information managem... | $3,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,117 | $46,292-65.2% | $143,757-88.8% | $64,808-75.1% |
| Participation rate | 98.8% | 64.2%+34.6pp | 80.3%+18.5pp | 71.5%+27.4pp |
| Annual return | -17.23% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $598 | $1,910-68.7% | $4,951-87.9% | $2,506-76.1% |
| Participant deferral / active EE | $1,602 | $2,646-39.4% | $5,637-71.6% | $4,310-62.8% |
| Admin fee / account holder | $8 | $154-95.1% | $14,673-99.9% | $188-96.0% |