Filed December 21, 2016
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; Participant loan p... | $592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,769 | $73,867-75.9% | $143,757-87.6% | $68,494-74.1% |
| Participation rate | 90.7% | 66.7%+24.0pp | 80.3%+10.4pp | 67.9%+22.8pp |
| Annual return | -15.99% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,775 | $3,184-44.2% | $4,951-64.1% | $2,596-31.6% |
| Participant deferral / active EE | $2,490 | $3,384-26.4% | $5,637-55.8% | $4,027-38.2% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |