Filed June 29, 2016 (most recent of 3 filings on file)
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 | Account maintenance fees; Claims proc... | $8,932 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,865 | $62,928-85.9% | $172,739-94.9% | $67,579-86.9% |
| Participation rate | 88.3% | 64.5%+23.9pp | 82.6%+5.7pp | 71.3%+17.1pp |
| Annual return | 20.36% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,414 | $2,145-34.1% | $5,198-72.8% | $3,539-60.0% |
| Admin fee / account holder | $12 | $167-92.6% | $13,954-99.9% | $142-91.3% |