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... | $4,445 |
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 | $11,080 | $60,323-81.6% | $81,812-86.5% | $74,495-85.1% |
| Participation rate | 94.5% | 62.9%+31.6pp | 72.3%+22.2pp | 67.2%+27.3pp |
| Annual return | 13.77% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,044 | $2,620-60.2% | $2,912-64.2% | $2,623-60.2% |
| Participant deferral / active EE | $703 | $3,387-79.3% | $4,319-83.7% | $4,346-83.8% |
| Admin fee / account holder | $16 | $1,486-98.9% | $7,386-99.8% | $1,942-99.2% |