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 | Participant loan processing; Claims p... | $2,833 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,838 | $56,317-73.7% | $71,209-79.2% | $74,304-80.0% |
| Participation rate | 92.6% | 55.1%+37.4pp | 73.8%+18.8pp | 60.3%+32.2pp |
| Annual return | 8.07% | 42.83%-34.8pp | 282.51%-274.4pp | 29.43%-21.4pp |
| Employer contribution / active EE | $418 | $2,160-80.7% | $2,721-84.6% | $2,241-81.4% |
| Participant deferral / active EE | $1,008 | $2,788-63.9% | $4,175-75.9% | $3,767-73.2% |
| Admin fee / account holder | $8 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |