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; Participant loan p... | $4,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,976 | $56,485-68.2% | $185,823-90.3% | $86,799-79.3% |
| Participation rate | 58.7% | 65.5%-6.8pp | 81.7%-23.0pp | 72.3%-13.6pp |
| Annual return | 15.20% | 118.04%-102.8pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $597 | $1,843-67.6% | $5,167-88.4% | $2,405-75.2% |
| Participant deferral / active EE | $1,275 | $2,553-50.0% | $5,568-77.1% | $4,131-69.1% |
| Admin fee / account holder | $6 | $150-96.1% | $16,237-100.0% | $170-96.6% |