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 | Account maintenance fees; Claims proc... | $7,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,095 | $50,815-36.8% | $155,509-79.4% | $77,643-58.7% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 13.08% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,104 | $1,993-44.6% | $4,672-76.4% | $2,726-59.5% |
| Participant deferral / active EE | $1,080 | $2,822-61.7% | $5,626-80.8% | $4,647-76.8% |
| Admin fee / account holder | $17 | $437-96.2% | $15,912-99.9% | $430-96.1% |