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 | $26,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $27,394 | $52,580-47.9% | $71,671-61.8% | $70,131-60.9% |
| Participation rate | 67.8% | 60.9%+6.9pp | 68.7%-0.9pp | 69.5%-1.7pp |
| Annual return | 13.98% | 20.25%-6.3pp | 20.65%-6.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $244 | $3,653-93.3% | $5,558-95.6% | $4,645-94.8% |