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 | Recordkeeping and information managem... | $4,526 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,292 | $46,292-51.8% | $143,757-84.5% | $64,808-65.6% |
| Participation rate | 71.6% | 64.2%+7.4pp | 80.3%-8.7pp | 71.5%+0.1pp |
| Annual return | -14.44% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $826 | $1,910-56.7% | $4,951-83.3% | $2,506-67.0% |
| Participant deferral / active EE | $770 | $2,646-70.9% | $5,637-86.3% | $4,310-82.1% |
| Admin fee / account holder | $10 | $154-93.2% | $14,673-99.9% | $188-94.4% |