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 | Claims processing; Recordkeeping and ... | $8,945 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,548 | $52,293-79.8% | $178,490-94.1% | $73,409-85.6% |
| Participation rate | 81.2% | 65.3%+15.8pp | 81.9%-0.8pp | 72.2%+9.0pp |
| Annual return | 14.52% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,677 | $2,332-28.1% | $5,202-67.8% | $3,805-55.9% |
| Admin fee / account holder | $13 | $127-89.6% | $13,984-99.9% | $158-91.6% |