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 | Participant loan processing; Claims p... | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,112 | $47,126-4.3% | $149,673-69.9% | $74,419-39.4% |
| Participation rate | 45.8% | 63.4%-17.5pp | 78.8%-32.9pp | 70.7%-24.9pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $966 | $1,905-49.3% | $4,818-80.0% | $2,637-63.4% |
| Participant deferral / active EE | $2,171 | $2,728-20.4% | $5,680-61.8% | $4,528-52.1% |
| Admin fee / account holder | $5 | $343-98.4% | $13,210-100.0% | $348-98.4% |