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... | $13,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,018 | $63,770-51.4% | $71,209-56.4% | $102,872-69.8% |
| Participation rate | 60.6% | 61.0%-0.5pp | 73.8%-13.2pp | 73.0%-12.5pp |
| Annual return | 11.50% | 16.01%-4.5pp | 282.51%-271.0pp | 19.06%-7.6pp |
| Employer contribution / active EE | $699 | $2,367-70.5% | $2,721-74.3% | $3,526-80.2% |
| Participant deferral / active EE | $622 | $3,587-82.7% | $4,175-85.1% | $5,535-88.8% |
| Admin fee / account holder | $11 | $220-95.2% | $5,349-99.8% | $292-96.4% |