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... | $2,178 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,370 | $95,416-68.2% | $185,823-83.7% | $85,850-64.6% |
| Participation rate | 94.2% | 68.8%+25.4pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 15.17% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,380 | $3,423-1.3% | $5,568-39.3% | $3,952-14.5% |
| Admin fee / account holder | $13 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |