Filed March 20, 2014 (most recent of 2 filings on file)
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... | $181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,701 | $51,197-81.1% | $82,719-88.3% | $66,914-85.5% |
| Participation rate | 85.1% | 67.8%+17.3pp | 72.6%+12.6pp | 69.8%+15.3pp |
| Annual return | -9.56% | -9.64%+0.1pp | 701.18%-710.7pp | 1.58%-11.1pp |
| Employer contribution / active EE | $675 | $2,611-74.1% | $3,009-77.6% | $2,544-73.5% |
| Participant deferral / active EE | $630 | $3,458-81.8% | $4,395-85.7% | $4,237-85.1% |
| Admin fee / account holder | $11 | $416-97.4% | $5,329-99.8% | $593-98.2% |