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... | $980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,219 | $58,879-53.8% | $178,490-84.8% | $73,488-63.0% |
| Participation rate | 72.5% | 66.2%+6.3pp | 81.9%-9.4pp | 70.7%+1.8pp |
| Annual return | 8.95% | 24.86%-15.9pp | 151.07%-142.1pp | 28.51%-19.6pp |
| Employer contribution / active EE | $707 | $2,236-68.4% | $5,011-85.9% | $2,270-68.9% |
| Participant deferral / active EE | $1,141 | $2,567-55.6% | $5,202-78.1% | $3,740-69.5% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.4% |