Filed June 7, 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 9-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; Recordke... | $8,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,402 | $52,293-80.1% | $178,490-94.2% | $73,409-85.8% |
| Participation rate | 96.3% | 65.3%+30.9pp | 81.9%+14.3pp | 72.2%+24.1pp |
| Annual return | 14.72% | 34.75%-20.0pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,021 | $1,735-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $915 | $2,332-60.8% | $5,202-82.4% | $3,805-76.0% |
| Admin fee / account holder | $12 | $127-90.6% | $13,984-99.9% | $158-92.4% |