Filed October 16, 2015
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... | $1,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,821 | $54,762-29.1% | $90,281-57.0% | $72,985-46.8% |
| Participation rate | 98.6% | 65.1%+33.4pp | 73.3%+25.3pp | 69.5%+29.1pp |
| Annual return | 24.72% | 30.63%-5.9pp | 78.10%-53.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,040 | $2,092-2.5% | $2,854-28.5% | $2,440-16.4% |
| Participant deferral / active EE | $2,807 | $2,887-2.8% | $3,885-27.7% | $3,607-22.2% |
| Admin fee / account holder | $3,838 | $3,972-3.4% | $5,351-28.3% | $5,124-25.1% |