Filed March 24, 2021
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 | Account maintenance fees; Claims proc... | $1,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,134 | $183,519-88.5% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 8.3% | 82.7%-74.3pp | 78.2%-69.9pp | 80.3%-71.9pp |
| Annual return | 11.71% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,007 | $5,313-81.0% | $4,672-78.5% | $4,660-78.4% |
| Participant deferral / active EE | $7,401 | $6,462+14.5% | $5,626+31.6% | $6,688+10.7% |
| Admin fee / account holder | $10 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |