Filed February 21, 2017
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; Recordkeeping and ... | $24 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,096 | $58,264-39.8% | $86,612-59.5% | $71,457-50.9% |
| Participation rate | 96.4% | 65.0%+31.4pp | 71.7%+24.7pp | 67.9%+28.4pp |
| Annual return | 16.16% | 21.63%-5.5pp | 591.07%-574.9pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,440 | $2,574-5.2% | $3,022-19.3% | $2,588-5.7% |
| Participant deferral / active EE | $2,298 | $3,436-33.1% | $4,438-48.2% | $4,289-46.4% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |