Filed November 21, 2008
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... | $2,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,911 | $66,124-53.3% | $90,404-65.8% | $73,488-57.9% |
| Participation rate | 97.1% | 69.7%+27.4pp | 72.7%+24.4pp | 70.7%+26.4pp |
| Annual return | 9.39% | 17.65%-8.3pp | 1293.02%-1283.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $1,427 | $2,346-39.2% | $3,262-56.3% | $2,270-37.1% |
| Participant deferral / active EE | $1,810 | $3,039-40.4% | $3,963-54.3% | $3,740-51.6% |
| Admin fee / account holder | $7 | $396-98.4% | $5,611-99.9% | $513-98.7% |