Filed February 21, 2017
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... | $4,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,367 | $50,820-46.1% | $155,567-82.4% | $77,671-64.8% |
| Participation rate | 71.5% | 63.1%+8.3pp | 78.2%-6.7pp | 70.6%+0.9pp |
| Annual return | 13.89% | 34.85%-21.0pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,336 | $1,993-33.0% | $4,674-71.4% | $2,726-51.0% |
| Participant deferral / active EE | $1,392 | $2,823-50.7% | $5,628-75.3% | $4,648-70.1% |
| Admin fee / account holder | $9 | $436-97.9% | $15,916-99.9% | $430-97.9% |