Filed May 15, 2013
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 | Account maintenance fees; Participant... | $5,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,212 | $50,815-7.1% | $155,509-69.6% | $77,643-39.2% |
| Participation rate | 93.5% | 63.1%+30.4pp | 78.2%+15.3pp | 70.6%+22.9pp |
| Annual return | 15.34% | 34.80%-19.5pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,495 | $1,993+25.2% | $4,672-46.6% | $2,726-8.5% |
| Participant deferral / active EE | $3,455 | $2,822+22.4% | $5,626-38.6% | $4,647-25.7% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.5% |