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... | $1,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,757 | $61,272+98.7% | $149,673-18.7% | $71,457+70.4% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.6pp | 67.9%+23.5pp |
| Annual return | 16.08% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $4,388 | $2,378+84.5% | $4,818-8.9% | $2,588+69.6% |
| Participant deferral / active EE | $5,929 | $2,917+103.2% | $5,680+4.4% | $4,289+38.2% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |