Filed December 29, 1992
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 5-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 51 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Investment Mgmt Fees | $26,646 |
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 | $23,521 | $44,850-47.6% | $60,547-61.2% | $59,632-60.6% |
| Participation rate | 98.3% | 59.5%+38.9pp | 68.0%+30.4pp | 68.7%+29.7pp |
| Annual return | 1.50% | 1074.14%-1072.6pp | 335.64%-334.1pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,167 | $1,462-20.2% | $2,419-51.8% | $2,203-47.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $227 | $3,635-93.8% | $4,536-95.0% | $4,297-94.7% |