Filed February 5, 2018
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 8-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $10,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,531 | $46,292-79.4% | $143,757-93.4% | $64,808-85.3% |
| Participation rate | 79.9% | 64.2%+15.7pp | 80.3%-0.4pp | 71.5%+8.4pp |
| Annual return | -15.91% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $738 | $1,910-61.4% | $4,951-85.1% | $2,506-70.6% |
| Participant deferral / active EE | $1,924 | $2,646-27.3% | $5,637-65.9% | $4,310-55.4% |
| Admin fee / account holder | $28 | $154-82.1% | $14,673-99.8% | $188-85.3% |