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... | $1,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,711 | $47,126-66.7% | $149,673-89.5% | $74,419-78.9% |
| Participation rate | 71.0% | 63.4%+7.6pp | 78.8%-7.8pp | 70.7%+0.3pp |
| Annual return | 31.43% | 22.75%+8.7pp | 134.42%-103.0pp | 34.38%-3.0pp |
| Employer contribution / active EE | $1,345 | $1,905-29.4% | $4,818-72.1% | $2,637-49.0% |
| Participant deferral / active EE | $1,537 | $2,728-43.6% | $5,680-72.9% | $4,528-66.0% |
| Admin fee / account holder | $4 | $343-98.8% | $13,210-100.0% | $348-98.8% |