Filed January 9, 2003
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... | $2,562 |
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 | $27,436 | $91,190-69.9% | $178,490-84.6% | $79,858-65.6% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 11.94% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,060 | $3,256-67.4% | $5,011-78.8% | $2,471-57.1% |
| Participant deferral / active EE | $3,320 | $3,236+2.6% | $5,202-36.2% | $3,740-11.2% |
| Admin fee / account holder | $12 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |