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... | $1,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,639 | $95,416-79.4% | $185,823-89.4% | $85,850-77.1% |
| Participation rate | 81.0% | 68.8%+12.3pp | 81.7%-0.7pp | 69.3%+11.7pp |
| Annual return | 12.89% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,077 | $3,314-67.5% | $5,167-79.2% | $2,565-58.0% |
| Participant deferral / active EE | $1,495 | $3,423-56.3% | $5,568-73.1% | $3,952-62.2% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |