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 | Claims processing; Participant loan p... | $5,567 |
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 | $28,703 | $58,879-51.3% | $178,490-83.9% | $73,488-60.9% |
| Participation rate | 87.1% | 66.2%+20.9pp | 81.9%+5.2pp | 70.7%+16.4pp |
| Annual return | 14.38% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,294 | $2,236+47.3% | $5,011-34.3% | $2,270+45.1% |
| Participant deferral / active EE | $2,740 | $2,567+6.7% | $5,202-47.3% | $3,740-26.7% |
| Admin fee / account holder | $116 | $400-71.1% | $13,984-99.2% | $513-77.5% |