Filed May 15, 2013 (most recent of 2 filings on file)
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... | $8,452 |
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 | $25,669 | $47,722-46.2% | $82,719-69.0% | $64,808-60.4% |
| Participation rate | 76.0% | 67.6%+8.4pp | 72.6%+3.5pp | 71.5%+4.5pp |
| Annual return | -12.88% | -13.05%+0.2pp | 701.18%-714.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $863 | $2,179-60.4% | $3,009-71.3% | $2,506-65.6% |
| Participant deferral / active EE | $826 | $3,329-75.2% | $4,395-81.2% | $4,310-80.8% |
| Admin fee / account holder | $11 | $143-92.1% | $5,329-99.8% | $188-93.9% |