Filed April 17, 1996
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... | $1,097 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,007 | $52,953-54.7% | $172,739-86.1% | $65,185-63.2% |
| Participation rate | 72.9% | 66.2%+6.7pp | 82.6%-9.8pp | 70.2%+2.7pp |
| Annual return | 11.11% | 30.12%-19.0pp | 802.84%-791.7pp | 29.38%-18.3pp |
| Employer contribution / active EE | $680 | $2,190-69.0% | $5,143-86.8% | $2,177-68.8% |
| Participant deferral / active EE | $1,039 | $2,471-58.0% | $5,198-80.0% | $3,514-70.4% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-98.9% |