Filed July 18, 2013
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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,346 | $56,485-62.2% | $185,823-88.5% | $86,799-75.4% |
| Participation rate | 88.0% | 65.5%+22.5pp | 81.7%+6.3pp | 72.3%+15.7pp |
| Annual return | 21.39% | 118.04%-96.6pp | 122.05%-100.7pp | 97.91%-76.5pp |
| Employer contribution / active EE | $434 | $1,843-76.4% | $5,167-91.6% | $2,405-81.9% |
| Participant deferral / active EE | $1,129 | $2,553-55.8% | $5,568-79.7% | $4,131-72.7% |
| Admin fee / account holder | $9 | $150-93.9% | $16,237-99.9% | $170-94.6% |