Filed July 31, 2019
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 ... | $3,654 |
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 | $36,591 | $52,293-30.0% | $178,490-79.5% | $73,409-50.2% |
| Participation rate | 88.8% | 65.3%+23.5pp | 81.9%+6.9pp | 72.2%+16.6pp |
| Annual return | 13.41% | 34.75%-21.3pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,155 | $1,735-33.4% | $5,011-76.9% | $2,234-48.3% |
| Participant deferral / active EE | $1,080 | $2,332-53.7% | $5,202-79.2% | $3,805-71.6% |
| Admin fee / account holder | $11 | $127-91.5% | $13,984-99.9% | $158-93.1% |