Filed May 14, 2014
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 | Claims processing; Account maintenanc... | $4,221 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,355 | $62,928-77.2% | $172,739-91.7% | $67,579-78.8% |
| Participation rate | 38.4% | 64.5%-26.1pp | 82.6%-44.3pp | 71.3%-32.9pp |
| Annual return | 20.57% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $290 | $1,636-82.3% | $5,143-94.4% | $2,148-86.5% |
| Participant deferral / active EE | $629 | $2,145-70.7% | $5,198-87.9% | $3,539-82.2% |
| Admin fee / account holder | $8 | $167-95.1% | $13,954-99.9% | $142-94.2% |