Filed April 7, 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; Participant loan p... | $599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,771 | $60,989-62.7% | $60,874-62.6% | $66,914-66.0% |
| Participation rate | 61.3% | 74.5%-13.2pp | 73.1%-11.8pp | 69.8%-8.5pp |
| Annual return | -15.08% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,027 | $2,661-61.4% | $2,701-62.0% | $2,544-59.6% |
| Participant deferral / active EE | $1,425 | $3,615-60.6% | $3,817-62.7% | $4,237-66.4% |
| Admin fee / account holder | $4 | $338-98.9% | $3,224-99.9% | $593-99.4% |