Filed November 5, 2007
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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $636 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,014 | $52,293-25.4% | $178,490-78.1% | $73,409-46.9% |
| Participation rate | 92.8% | 65.3%+27.5pp | 81.9%+10.9pp | 72.2%+20.7pp |
| Annual return | 14.66% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,828 | $2,332+64.1% | $5,202-26.4% | $3,805+0.6% |
| Admin fee / account holder | $3 | $127-98.0% | $13,984-100.0% | $158-98.4% |