Filed August 26, 2014
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; Recordke... | $755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,143 | $66,124-55.9% | $90,404-67.8% | $73,488-60.3% |
| Participation rate | 47.9% | 69.7%-21.7pp | 72.7%-24.7pp | 70.7%-22.7pp |
| Annual return | 3.58% | 17.65%-14.1pp | 1293.02%-1289.4pp | 28.51%-24.9pp |
| Employer contribution / active EE | $559 | $2,346-76.2% | $3,262-82.9% | $2,270-75.4% |
| Participant deferral / active EE | $1,908 | $3,039-37.2% | $3,963-51.9% | $3,740-49.0% |
| Admin fee / account holder | $8 | $396-98.0% | $5,611-99.9% | $513-98.4% |