Filed December 30, 1993
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 | Account maintenance fees; Recordkeepi... | $9,169 |
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 | $19,541 | $62,928-68.9% | $172,739-88.7% | $67,579-71.1% |
| Participation rate | 97.5% | 64.5%+33.0pp | 82.6%+14.9pp | 71.3%+26.2pp |
| Annual return | 18.30% | 30.36%-12.1pp | 802.84%-784.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,803 | $1,636+10.2% | $5,143-64.9% | $2,148-16.0% |
| Participant deferral / active EE | $1,094 | $2,145-49.0% | $5,198-79.0% | $3,539-69.1% |
| Admin fee / account holder | $15 | $167-91.1% | $13,954-99.9% | $142-89.6% |