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... | $3,168 |
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 | $26,802 | $50,982-47.4% | $154,803-82.7% | $85,563-68.7% |
| Participation rate | 64.8% | 59.8%+5.0pp | 78.1%-13.3pp | 66.0%-1.2pp |
| Annual return | 15.63% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,352 | $1,708-20.9% | $4,305-68.6% | $2,654-49.1% |
| Participant deferral / active EE | $2,172 | $2,474-12.2% | $5,540-60.8% | $4,375-50.4% |
| Admin fee / account holder | $8 | $846-99.1% | $14,329-99.9% | $834-99.1% |