Filed January 13, 2013
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... | $6,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,713 | $56,485-24.4% | $185,823-77.0% | $86,799-50.8% |
| Participation rate | 97.8% | 65.5%+32.3pp | 81.7%+16.1pp | 72.3%+25.5pp |
| Annual return | 16.71% | 118.04%-101.3pp | 122.05%-105.3pp | 97.91%-81.2pp |
| Employer contribution / active EE | $2,049 | $1,843+11.2% | $5,167-60.3% | $2,405-14.8% |
| Participant deferral / active EE | $4,070 | $2,553+59.4% | $5,568-26.9% | $4,131-1.5% |
| Admin fee / account holder | $6 | $150-95.7% | $16,237-100.0% | $170-96.2% |