Filed December 14, 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 | Account maintenance fees; Claims proc... | $8,162 |
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 | $27,198 | $52,953-48.6% | $172,739-84.3% | $65,185-58.3% |
| Participation rate | 92.8% | 66.2%+26.6pp | 82.6%+10.2pp | 70.2%+22.6pp |
| Annual return | 23.64% | 30.12%-6.5pp | 802.84%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,782 | $2,190+27.1% | $5,143-45.9% | $2,177+27.8% |
| Participant deferral / active EE | $2,810 | $2,471+13.7% | $5,198-45.9% | $3,514-20.0% |
| Admin fee / account holder | $53 | $472-88.7% | $13,954-99.6% | $847-93.7% |