Filed February 24, 1992
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 9-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... | $688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,800 | $58,879-71.5% | $178,490-90.6% | $73,488-77.1% |
| Participation rate | 90.7% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+20.0pp |
| Annual return | 8.65% | 24.86%-16.2pp | 151.07%-142.4pp | 28.51%-19.9pp |
| Employer contribution / active EE | $686 | $2,236-69.3% | $5,011-86.3% | $2,270-69.8% |
| Participant deferral / active EE | $997 | $2,567-61.2% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $2,582 | $400+545.0% | $13,984-81.5% | $513+403.3% |