Filed May 6, 2012
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 7-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; Recordke... | $1,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,368 | $65,061-64.1% | $143,757-83.7% | $66,914-65.1% |
| Participation rate | 67.2% | 65.2%+2.1pp | 80.3%-13.1pp | 69.8%-2.6pp |
| Annual return | -14.87% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $290 | $2,361-87.7% | $4,951-94.1% | $2,544-88.6% |
| Participant deferral / active EE | $1,279 | $2,919-56.2% | $5,637-77.3% | $4,237-69.8% |
| Admin fee / account holder | $6 | $502-98.7% | $14,673-100.0% | $593-98.9% |