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 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,176 | $52,208-47.9% | $86,612-68.6% | $74,419-63.5% |
| Participation rate | 58.5% | 66.3%-7.8pp | 71.7%-13.2pp | 70.7%-12.2pp |
| Annual return | 14.35% | 44.46%-30.1pp | 591.07%-576.7pp | 34.38%-20.0pp |
| Employer contribution / active EE | $710 | $2,282-68.9% | $3,022-76.5% | $2,637-73.1% |
| Participant deferral / active EE | $641 | $3,383-81.1% | $4,438-85.6% | $4,528-85.9% |
| Admin fee / account holder | $2 | $319-99.2% | $5,614-100.0% | $348-99.3% |