Filed August 26, 2014 (most recent of 2 filings on file)
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 9-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $19,971 |
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 | $51,158 | $50,815+0.7% | $155,509-67.1% | $77,643-34.1% |
| Participation rate | 76.2% | 63.1%+13.1pp | 78.2%-2.0pp | 70.6%+5.7pp |
| Annual return | 14.75% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $6,439 | $1,993+223.1% | $4,672+37.8% | $2,726+136.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $94 | $437-78.5% | $15,912-99.4% | $430-78.1% |