Filed December 16, 2011
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 | Recordkeeping and information managem... | $4,219 |
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 | $19,849 | $50,815-60.9% | $155,509-87.2% | $77,643-74.4% |
| Participation rate | 64.0% | 63.1%+0.9pp | 78.2%-14.2pp | 70.6%-6.6pp |
| Annual return | 13.20% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,005 | $1,993-49.6% | $4,672-78.5% | $2,726-63.1% |
| Participant deferral / active EE | $1,613 | $2,822-42.9% | $5,626-71.3% | $4,647-65.3% |
| Admin fee / account holder | $9 | $437-97.9% | $15,912-99.9% | $430-97.8% |