Filed July 25, 2014 (most recent of 3 filings on file)
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... | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,713 | $52,293-60.4% | $178,490-88.4% | $73,409-71.8% |
| Participation rate | 94.3% | 65.3%+28.9pp | 81.9%+12.3pp | 72.2%+22.1pp |
| Annual return | 16.55% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,447 | $1,735-16.6% | $5,011-71.1% | $2,234-35.2% |
| Participant deferral / active EE | $1,785 | $2,332-23.5% | $5,202-65.7% | $3,805-53.1% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |