Filed November 8, 2014
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... | $2,460 |
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 | $21,396 | $62,928-66.0% | $172,739-87.6% | $67,579-68.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 23.84% | 30.36%-6.5pp | 802.84%-779.0pp | 378.56%-354.7pp |
| Employer contribution / active EE | $3,442 | $1,636+110.4% | $5,143-33.1% | $2,148+60.3% |
| Participant deferral / active EE | $1,626 | $2,145-24.2% | $5,198-68.7% | $3,539-54.1% |
| Admin fee / account holder | $7 | $167-96.0% | $13,954-100.0% | $142-95.4% |