Filed May 21, 2012
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 | Account maintenance fees; Claims proc... | $367 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,867 | $73,867-78.5% | $143,757-89.0% | $68,494-76.8% |
| Participation rate | 92.4% | 66.7%+25.7pp | 80.3%+12.1pp | 67.9%+24.5pp |
| Annual return | -8.61% | 1.01%-9.6pp | -0.04%-8.6pp | -7.84%-0.8pp |
| Employer contribution / active EE | $306 | $3,184-90.4% | $4,951-93.8% | $2,596-88.2% |
| Participant deferral / active EE | $1,585 | $3,384-53.2% | $5,637-71.9% | $4,027-60.7% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |