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 | Participant loan processing; Claims p... | $11,628 |
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 | $30,610 | $55,331-44.7% | $81,812-62.6% | $199,593-84.7% |
| Participation rate | 57.6% | 62.5%-4.9pp | 72.3%-14.7pp | 72.0%-14.3pp |
| Annual return | 16.66% | 19.59%-2.9pp | 773.79%-757.1pp | 34.25%-17.6pp |
| Employer contribution / active EE | $684 | $2,101-67.4% | $2,912-76.5% | $3,034-77.5% |
| Participant deferral / active EE | $633 | $3,283-80.7% | $4,319-85.4% | $5,087-87.6% |
| Admin fee / account holder | $14 | $346-96.1% | $7,386-99.8% | $269-94.9% |