Filed July 23, 2014
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 ... | $1,015 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,896 | $54,762-25.3% | $90,281-54.7% | $72,985-44.0% |
| Participation rate | 91.2% | 65.1%+26.1pp | 73.3%+18.0pp | 69.5%+21.7pp |
| Annual return | 22.51% | 30.63%-8.1pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,618 | $2,887-9.3% | $3,885-32.6% | $3,607-27.4% |
| Admin fee / account holder | $13 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |