Filed November 8, 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 | Account maintenance fees; Claims proc... | $2,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,768 | $46,292-61.6% | $143,757-87.6% | $64,808-72.6% |
| Participation rate | 92.3% | 64.2%+28.1pp | 80.3%+12.0pp | 71.5%+20.8pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,364 | $1,910+76.2% | $4,951-32.0% | $2,506+34.3% |
| Participant deferral / active EE | $2,174 | $2,646-17.8% | $5,637-61.4% | $4,310-49.6% |
| Admin fee / account holder | $6 | $154-96.1% | $14,673-100.0% | $188-96.8% |