Filed June 27, 2014
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... | $5,885 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,872 | $62,928-82.7% | $172,739-93.7% | $67,579-83.9% |
| Participation rate | 96.5% | 64.5%+32.0pp | 82.6%+13.8pp | 71.3%+25.2pp |
| Annual return | 19.09% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $727 | $2,145-66.1% | $5,198-86.0% | $3,539-79.5% |
| Admin fee / account holder | $6 | $167-96.5% | $13,954-100.0% | $142-95.9% |