Filed January 22, 2015
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 7-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 | Claims processing; Recordkeeping and ... | $3,846 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,773 | $52,670-89.0% | $90,404-93.6% | $73,409-92.1% |
| Participation rate | 96.9% | 67.7%+29.2pp | 72.7%+24.2pp | 72.2%+24.7pp |
| Annual return | 54.96% | 20.70%+34.3pp | 1293.02%-1238.1pp | 59.29%-4.3pp |
| Employer contribution / active EE | $804 | $1,872-57.0% | $3,262-75.3% | $2,234-64.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $9 | $117-92.2% | $5,611-99.8% | $158-94.2% |