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... | $924 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,308 | $56,485-78.2% | $185,823-93.4% | $86,799-85.8% |
| Participation rate | 86.1% | 65.5%+20.6pp | 81.7%+4.4pp | 72.3%+13.8pp |
| Annual return | 9.06% | 118.04%-109.0pp | 122.05%-113.0pp | 97.91%-88.8pp |
| Employer contribution / active EE | $392 | $1,843-78.7% | $5,167-92.4% | $2,405-83.7% |
| Participant deferral / active EE | $1,185 | $2,553-53.6% | $5,568-78.7% | $4,131-71.3% |
| Admin fee / account holder | $3 | $150-97.7% | $16,237-100.0% | $170-98.0% |