Filed May 27, 1
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 | Claims processing; Account maintenanc... | $384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,082 | $65,061-76.8% | $143,757-89.5% | $66,914-77.5% |
| Participation rate | 88.7% | 65.2%+23.6pp | 80.3%+8.4pp | 69.8%+18.9pp |
| Annual return | -13.36% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,279 | $2,361-45.8% | $4,951-74.2% | $2,544-49.7% |
| Participant deferral / active EE | $2,388 | $2,919-18.2% | $5,637-57.6% | $4,237-43.6% |
| Admin fee / account holder | $3 | $502-99.5% | $14,673-100.0% | $593-99.6% |