Filed January 13, 2013
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... | $10,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,142 | $50,982+2.3% | $154,803-66.3% | $85,563-39.1% |
| Participation rate | 97.3% | 59.8%+37.5pp | 78.1%+19.2pp | 66.0%+31.3pp |
| Annual return | 14.68% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,560 | $1,708+49.9% | $4,305-40.5% | $2,654-3.5% |
| Participant deferral / active EE | $5,208 | $2,474+110.5% | $5,540-6.0% | $4,375+19.0% |
| Admin fee / account holder | $9 | $846-99.0% | $14,329-99.9% | $834-98.9% |