Filed December 21, 2016
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... | $779 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,463 | $85,202-85.4% | $172,739-92.8% | $72,985-82.9% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.4pp |
| Annual return | 33.96% | 27.32%+6.6pp | 802.84%-768.9pp | 81.00%-47.0pp |
| Employer contribution / active EE | $894 | $3,324-73.1% | $5,143-82.6% | $2,440-63.4% |
| Participant deferral / active EE | $1,651 | $3,260-49.4% | $5,198-68.2% | $3,607-54.2% |
| Admin fee / account holder | $5 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |