Filed February 21, 2017
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 | Recordkeeping and information managem... | $3,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,521 | $50,982-48.0% | $154,803-82.9% | $85,563-69.0% |
| Participation rate | 64.0% | 59.8%+4.3pp | 78.1%-14.0pp | 66.0%-1.9pp |
| Annual return | 12.95% | 30.35%-17.4pp | 58.88%-45.9pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,657 | $1,708-3.0% | $4,305-61.5% | $2,654-37.6% |
| Participant deferral / active EE | $1,719 | $2,474-30.5% | $5,540-69.0% | $4,375-60.7% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |