Filed October 11, 2014
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 | Claims processing; Recordkeeping and ... | $2,298 |
Employer 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 | $6,534 | $58,290-88.8% | $98,442-93.4% | $86,799-92.5% |
| Participation rate | 92.5% | 68.3%+24.1pp | 73.3%+19.1pp | 72.3%+20.2pp |
| Annual return | 18.91% | 43.48%-24.6pp | 1492.73%-1473.8pp | 97.91%-79.0pp |
| Employer contribution / active EE | $184 | $2,008-90.8% | $2,960-93.8% | $2,405-92.3% |
| Participant deferral / active EE | $985 | $3,152-68.7% | $4,276-77.0% | $4,131-76.1% |
| Admin fee / account holder | $6 | $138-95.8% | $5,949-99.9% | $170-96.6% |