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; Recordkeeping and ... | $1,030 |
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 | $47,064 | $60,124-21.7% | $90,404-47.9% | $79,858-41.1% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.5pp |
| Annual return | 16.70% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,107 | $2,068+1.9% | $3,262-35.4% | $2,471-14.7% |
| Participant deferral / active EE | $2,996 | $2,938+2.0% | $3,963-24.4% | $3,740-19.9% |
| Admin fee / account holder | $5,936 | $3,976+49.3% | $5,611+5.8% | $5,306+11.9% |