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 | Participant loan processing; Claims p... | $140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,263 | $60,323-36.6% | $81,812-53.2% | $74,495-48.6% |
| Participation rate | 94.1% | 62.9%+31.2pp | 72.3%+21.7pp | 67.2%+26.9pp |
| Annual return | 13.26% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,067 | $2,620-21.1% | $2,912-29.0% | $2,623-21.2% |
| Participant deferral / active EE | $1,920 | $3,387-43.3% | $4,319-55.5% | $4,346-55.8% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |