Filed May 29, 2015
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... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,362 | $60,795+89.8% | $69,455+66.1% | $65,185+77.0% |
| Participation rate | 68.7% | 74.9%-6.1pp | 74.6%-5.9pp | 70.2%-1.5pp |
| Annual return | 20.74% | 17.46%+3.3pp | 28.97%-8.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,212 | $2,452+31.0% | $2,779+15.6% | $2,177+47.6% |
| Participant deferral / active EE | $4,380 | $3,162+38.5% | $3,535+23.9% | $3,514+24.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |