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 ... | $1,555 |
Annual investment return 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 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 | $16,606 | $63,745-73.9% | $98,442-83.1% | $79,386-79.1% |
| Participation rate | 98.2% | 69.9%+28.4pp | 73.3%+24.9pp | 70.7%+27.5pp |
| Annual return | 12.02% | 625.80%-613.8pp | 1492.73%-1480.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $977 | $2,557-61.8% | $2,960-67.0% | $2,427-59.8% |
| Participant deferral / active EE | $976 | $3,303-70.5% | $4,276-77.2% | $4,046-75.9% |
| Admin fee / account holder | $10 | $516-98.1% | $5,949-99.8% | $626-98.4% |