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; Claims p... | $5,351 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,081 | $47,126-74.4% | $149,673-91.9% | $74,419-83.8% |
| Participation rate | 97.9% | 63.4%+34.5pp | 78.8%+19.1pp | 70.7%+27.1pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,403 | $1,905-26.3% | $4,818-70.9% | $2,637-46.8% |
| Participant deferral / active EE | $1,305 | $2,728-52.1% | $5,680-77.0% | $4,528-71.2% |
| Admin fee / account holder | $8 | $343-97.8% | $13,210-99.9% | $348-97.8% |