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... | $1,155 |
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 | $15,692 | $58,879-73.3% | $178,490-91.2% | $73,488-78.6% |
| Participation rate | 97.6% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 16.29% | 24.86%-8.6pp | 151.07%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,234 | $2,236-44.8% | $5,011-75.4% | $2,270-45.6% |
| Participant deferral / active EE | $2,025 | $2,567-21.1% | $5,202-61.1% | $3,740-45.8% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |