Filed December 25, 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 | Claims processing; Participant loan p... | $531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,458 | $81,248-8.4% | $155,509-52.1% | $80,856-7.9% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.1pp | 67.6%+25.6pp |
| Annual return | 13.80% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,271 | $3,100-26.8% | $4,672-51.4% | $2,755-17.6% |
| Participant deferral / active EE | $6,483 | $3,452+87.8% | $5,626+15.2% | $4,296+50.9% |
| Admin fee / account holder | $4 | $7,997-100.0% | $15,912-100.0% | $6,918-99.9% |