Filed December 12, 1994
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... | $3,611 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,264 | $46,292-64.9% | $143,757-88.7% | $64,808-74.9% |
| Participation rate | 94.6% | 64.2%+30.3pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -5.78% | -10.05%+4.3pp | -0.04%-5.7pp | 32.82%-38.6pp |
| Employer contribution / active EE | $866 | $1,910-54.7% | $4,951-82.5% | $2,506-65.4% |
| Participant deferral / active EE | $2,019 | $2,646-23.7% | $5,637-64.2% | $4,310-53.2% |
| Admin fee / account holder | $9 | $154-93.9% | $14,673-99.9% | $188-95.0% |