Filed February 21, 2017
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 ... | $2,146 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,860 | $163,264-62.7% | $155,509-60.9% | - |
| Participation rate | 87.9% | 62.7%+25.2pp | 78.2%+9.7pp | - |
| Annual return | 9.84% | 19.38%-9.5pp | 64.67%-54.8pp | - |
| Employer contribution / active EE | $8,000 | $2,490+221.4% | $4,672+71.2% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,626-100.0% | - |
| Admin fee / account holder | $16 | $96,217-100.0% | $15,912-99.9% | - |