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... | $3,203 |
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 | $19,410 | $55,415-65.0% | $155,509-87.5% | $74,495-73.9% |
| Participation rate | 81.8% | 61.9%+19.9pp | 78.2%+3.6pp | 67.2%+14.6pp |
| Annual return | 7.40% | 268.50%-261.1pp | 64.67%-57.3pp | 1364.94%-1357.5pp |
| Employer contribution / active EE | $864 | $2,267-61.9% | $4,672-81.5% | $2,623-67.0% |
| Participant deferral / active EE | $1,263 | $2,836-55.5% | $5,626-77.6% | $4,346-70.9% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |