Filed October 17, 2011
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 | Claims processing; Recordkeeping and ... | $2,248 |
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 | $36,401 | $58,879-38.2% | $178,490-79.6% | $73,488-50.5% |
| Participation rate | 83.9% | 66.2%+17.7pp | 81.9%+2.0pp | 70.7%+13.3pp |
| Annual return | 13.39% | 24.86%-11.5pp | 151.07%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,535 | $2,236-31.4% | $5,011-69.4% | $2,270-32.4% |
| Participant deferral / active EE | $3,711 | $2,567+44.5% | $5,202-28.7% | $3,740-0.8% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |