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 | Participant loan processing; Claims p... | $6,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,827 | $47,126-55.8% | $149,673-86.1% | $74,419-72.0% |
| Participation rate | 95.2% | 63.4%+31.8pp | 78.8%+16.5pp | 70.7%+24.5pp |
| Annual return | 18.62% | 22.75%-4.1pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $3,641 | $1,905+91.1% | $4,818-24.4% | $2,637+38.0% |
| Participant deferral / active EE | $2,347 | $2,728-14.0% | $5,680-58.7% | $4,528-48.2% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.5% |