Filed June 8, 2009
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... | $1,748 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,766 | $60,124-17.2% | $90,404-45.0% | $79,858-37.7% |
| Participation rate | 91.8% | 65.0%+26.8pp | 72.7%+19.1pp | 69.6%+22.1pp |
| Annual return | 18.85% | 71.94%-53.1pp | 1293.02%-1274.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,149 | $2,068-44.4% | $3,262-64.8% | $2,471-53.5% |
| Participant deferral / active EE | $3,787 | $2,938+28.9% | $3,963-4.4% | $3,740+1.3% |
| Admin fee / account holder | $11 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |