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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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... | $5,581 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,212 | $50,820-7.1% | $155,567-69.7% | $77,671-39.2% |
| Participation rate | 93.5% | 63.1%+30.4pp | 78.2%+15.3pp | 70.6%+22.9pp |
| Annual return | 15.34% | 34.85%-19.5pp | 64.74%-49.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $2,495 | $1,993+25.2% | $4,674-46.6% | $2,726-8.5% |
| Participant deferral / active EE | $3,455 | $2,823+22.4% | $5,628-38.6% | $4,648-25.7% |
| Admin fee / account holder | $15 | $436-96.6% | $15,916-99.9% | $430-96.5% |