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... | $2,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,615 | $58,208+16.2% | $81,812-17.4% | $80,856-16.4% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.4pp | 67.6%+24.1pp |
| Annual return | 15.78% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,705 | $2,340-27.1% | $2,912-41.5% | $2,755-38.1% |
| Participant deferral / active EE | $5,444 | $3,281+65.9% | $4,319+26.1% | $4,296+26.7% |
| Admin fee / account holder | $10 | $4,981-99.8% | $7,386-99.9% | $6,918-99.8% |