Filed April 4, 2011
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... | $248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,314 | $77,899-21.3% | $149,673-59.0% | $75,163-18.4% |
| Participation rate | 91.8% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.6pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,646 | $3,137-47.5% | $4,818-65.8% | $2,670-38.3% |
| Participant deferral / active EE | $4,266 | $3,411+25.1% | $5,680-24.9% | $4,125+3.4% |
| Admin fee / account holder | $1,397 | $5,956-76.6% | $13,210-89.4% | $5,651-75.3% |