Filed May 27, 1
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... | $1,174 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,977 | $52,953-75.5% | $172,739-92.5% | $65,185-80.1% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 18.31% | 30.12%-11.8pp | 802.84%-784.5pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,096 | $2,190-50.0% | $5,143-78.7% | $2,177-49.7% |
| Participant deferral / active EE | $1,904 | $2,471-22.9% | $5,198-63.4% | $3,514-45.8% |
| Admin fee / account holder | $6 | $472-98.8% | $13,954-100.0% | $847-99.3% |