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 | Account maintenance fees; Claims proc... | $2,723 |
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 | $22,820 | $50,815-55.1% | $155,509-85.3% | $77,643-70.6% |
| Participation rate | 56.8% | 63.1%-6.3pp | 78.2%-21.4pp | 70.6%-13.8pp |
| Annual return | 14.95% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $829 | $1,993-58.4% | $4,672-82.3% | $2,726-69.6% |
| Participant deferral / active EE | $1,748 | $2,822-38.1% | $5,626-68.9% | $4,647-62.4% |
| Admin fee / account holder | $7 | $437-98.3% | $15,912-100.0% | $430-98.3% |