Filed April 27, 2015
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 ... | $1,434 |
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 | $14,522 | $66,124-78.0% | $90,404-83.9% | $73,488-80.2% |
| Participation rate | 97.5% | 69.7%+27.8pp | 72.7%+24.8pp | 70.7%+26.8pp |
| Annual return | 11.00% | 17.65%-6.7pp | 1293.02%-1282.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $944 | $2,346-59.8% | $3,262-71.1% | $2,270-58.4% |
| Participant deferral / active EE | $901 | $3,039-70.3% | $3,963-77.3% | $3,740-75.9% |
| Admin fee / account holder | $9 | $396-97.7% | $5,611-99.8% | $513-98.2% |