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 | Participant loan processing; Account ... | $1,266 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,896 | $81,248-53.4% | $155,509-75.6% | $80,856-53.1% |
| Participation rate | 80.9% | 66.2%+14.6pp | 78.2%+2.7pp | 67.6%+13.2pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,950 | $3,100-37.1% | $4,672-58.3% | $2,755-29.2% |
| Participant deferral / active EE | $2,819 | $3,452-18.3% | $5,626-49.9% | $4,296-34.4% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |