Filed December 16, 2011
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... | $770 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,014 | $52,293-80.8% | $178,490-94.4% | $73,409-86.4% |
| Participation rate | 77.5% | 65.3%+12.2pp | 81.9%-4.4pp | 72.2%+5.4pp |
| Annual return | 10.88% | 34.75%-23.9pp | 151.07%-140.2pp | 59.29%-48.4pp |
| Employer contribution / active EE | $639 | $1,735-63.2% | $5,011-87.2% | $2,234-71.4% |
| Participant deferral / active EE | $1,425 | $2,332-38.9% | $5,202-72.6% | $3,805-62.6% |
| Admin fee / account holder | $3 | $127-97.6% | $13,984-100.0% | $158-98.1% |