Filed May 22, 2002
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... | $2,076 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,004 | $91,190-71.5% | $178,490-85.4% | $79,858-67.4% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 11.16% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $434 | $3,256-86.7% | $5,011-91.3% | $2,471-82.4% |
| Participant deferral / active EE | $3,028 | $3,236-6.4% | $5,202-41.8% | $3,740-19.0% |
| Admin fee / account holder | $263 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |