Filed January 18, 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 27 125 PARK AVE FL 25 · NEW YORK, NY 100175550 | Advisory (Plan) | $44,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,610 | $91,407+5.7% | $135,903-28.9% | $71,457+35.2% |
| Participation rate | 90.7% | 75.7%+15.1pp | 81.9%+8.8pp | 67.9%+22.8pp |
| Annual return | 27.29% | 29.90%-2.6pp | 68.23%-40.9pp | 28.85%-1.6pp |
| Employer contribution / active EE | $1,847 | $3,703-50.1% | $4,856-62.0% | $2,588-28.6% |
| Participant deferral / active EE | $6,440 | $7,092-9.2% | $7,758-17.0% | $4,289+50.2% |
| Admin fee / account holder | $243 | $1,266-80.8% | $10,762-97.7% | $1,587-84.7% |