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... | $5,183 |
Participant 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 | $29,805 | $56,485-47.2% | $185,823-84.0% | $86,799-65.7% |
| Participation rate | 88.3% | 65.5%+22.8pp | 81.7%+6.6pp | 72.3%+16.0pp |
| Annual return | 15.88% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $3,543 | $1,843+92.2% | $5,167-31.4% | $2,405+47.3% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $7 | $150-95.0% | $16,237-100.0% | $170-95.6% |