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... | $919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,644 | $95,416-76.3% | $185,823-87.8% | $85,850-73.6% |
| Participation rate | 92.5% | 68.8%+23.7pp | 81.7%+10.8pp | 69.3%+23.2pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,889 | $3,314-43.0% | $5,167-63.4% | $2,565-26.4% |
| Participant deferral / active EE | $3,159 | $3,423-7.7% | $5,568-43.3% | $3,952-20.1% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |