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 | Claims processing; Recordkeeping and ... | $8,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,714 | $56,485-79.3% | $185,823-93.7% | $86,799-86.5% |
| Participation rate | 76.2% | 65.5%+10.7pp | 81.7%-5.5pp | 72.3%+3.9pp |
| Annual return | 18.01% | 118.04%-100.0pp | 122.05%-104.0pp | 97.91%-79.9pp |
| Employer contribution / active EE | $945 | $1,843-48.7% | $5,167-81.7% | $2,405-60.7% |
| Participant deferral / active EE | $861 | $2,553-66.3% | $5,568-84.5% | $4,131-79.2% |
| Admin fee / account holder | $33 | $150-77.9% | $16,237-99.8% | $170-80.5% |