Filed June 28, 2015 (most recent of 3 filings on file)
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 | Account maintenance fees; Recordkeepi... | $7,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,335 | $50,820-56.1% | $155,567-85.6% | $77,671-71.2% |
| Participation rate | 92.5% | 63.1%+29.4pp | 78.2%+14.3pp | 70.6%+21.9pp |
| Annual return | 11.87% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $793 | $1,993-60.2% | $4,674-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $1,038 | $2,823-63.2% | $5,628-81.6% | $4,648-77.7% |
| Admin fee / account holder | $10 | $436-97.6% | $15,916-99.9% | $430-97.6% |