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 | Recordkeeping and information managem... | $2,608 |
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 | $22,590 | $47,126-52.1% | $149,673-84.9% | $74,419-69.6% |
| Participation rate | 53.6% | 63.4%-9.8pp | 78.8%-25.2pp | 70.7%-17.1pp |
| Annual return | 18.12% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $663 | $1,905-65.2% | $4,818-86.2% | $2,637-74.9% |
| Participant deferral / active EE | $1,545 | $2,728-43.4% | $5,680-72.8% | $4,528-65.9% |
| Admin fee / account holder | $9 | $343-97.3% | $13,210-99.9% | $348-97.4% |