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 | Recordkeeping and information managem... | $1,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,296 | $47,126-50.6% | $149,673-84.4% | $74,419-68.7% |
| Participation rate | 69.9% | 63.4%+6.5pp | 78.8%-8.9pp | 70.7%-0.9pp |
| Annual return | 17.82% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $395 | $1,905-79.2% | $4,818-91.8% | $2,637-85.0% |
| Participant deferral / active EE | $1,108 | $2,728-59.4% | $5,680-80.5% | $4,528-75.5% |
| Admin fee / account holder | $9 | $343-97.5% | $13,210-99.9% | $348-97.5% |