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) | $56,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,925 | $101,317-8.3% | $146,958-36.8% | $74,495+24.7% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.12% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,037 | $3,810-46.5% | $4,933-58.7% | $2,623-22.3% |
| Participant deferral / active EE | $5,835 | $7,303-20.1% | $8,070-27.7% | $4,346+34.3% |
| Admin fee / account holder | $270 | $1,739-84.5% | $12,998-97.9% | $1,942-86.1% |