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 | Claims processing; Participant loan p... | $16 |
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 | $131,945 | $65,322+102.0% | $70,449+87.3% | $73,488+79.5% |
| Participation rate | 68.8% | 77.0%-8.2pp | 75.1%-6.3pp | 70.7%-1.9pp |
| Annual return | 14.99% | 15.71%-0.7pp | 109.03%-94.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,408 | $2,460+38.6% | $2,737+24.5% | $2,270+50.1% |
| Participant deferral / active EE | $4,438 | $3,375+31.5% | $3,709+19.7% | $3,740+18.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |