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 | Account maintenance fees; Claims proc... | $14,800 |
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 | $13,881 | $50,815-72.7% | $155,509-91.1% | $77,643-82.1% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 19.83% | 34.80%-15.0pp | 64.67%-44.8pp | 31.24%-11.4pp |
| Employer contribution / active EE | $1,264 | $1,993-36.6% | $4,672-72.9% | $2,726-53.6% |
| Participant deferral / active EE | $1,250 | $2,822-55.7% | $5,626-77.8% | $4,647-73.1% |
| Admin fee / account holder | $13 | $437-97.0% | $15,912-99.9% | $430-96.9% |