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... | $3,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,523 | $55,415+95.8% | $155,509-30.2% | $74,495+45.7% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.3pp | 67.2%+5.6pp |
| Annual return | 13.69% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,357 | $2,267+48.1% | $4,672-28.2% | $2,623+28.0% |
| Participant deferral / active EE | $4,222 | $2,836+48.9% | $5,626-25.0% | $4,346-2.8% |
| Admin fee / account holder | $13 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |