Filed November 3, 2013
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... | $2,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,966 | $55,472-35.2% | $155,567-76.9% | $74,546-51.8% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 15.59% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $2,017 | $2,269-11.1% | $4,674-56.8% | $2,624-23.1% |
| Participant deferral / active EE | $3,879 | $2,838+36.7% | $5,628-31.1% | $4,347-10.8% |
| Admin fee / account holder | $13 | $1,743-99.3% | $15,916-99.9% | $1,944-99.3% |