Filed November 29, 2005
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... | $4,023 |
Annual investment return 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 | $50,327 | $49,915+0.8% | $154,803-67.5% | $74,304-32.3% |
| Participation rate | 95.6% | 54.0%+41.6pp | 78.1%+17.5pp | 60.3%+35.2pp |
| Annual return | 11.50% | 34.06%-22.6pp | 58.88%-47.4pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,722 | $1,611+6.9% | $4,305-60.0% | $2,241-23.2% |
| Participant deferral / active EE | $2,401 | $2,255+6.5% | $5,540-56.7% | $3,767-36.3% |
| Admin fee / account holder | $16 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |