Filed April 4, 2011
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... | $103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,304 | $73,867-25.1% | $143,757-61.5% | $68,494-19.3% |
| Participation rate | 79.5% | 66.7%+12.9pp | 80.3%-0.8pp | 67.9%+11.7pp |
| Annual return | -17.18% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,783 | $3,184-44.0% | $4,951-64.0% | $2,596-31.3% |
| Participant deferral / active EE | $4,047 | $3,384+19.6% | $5,637-28.2% | $4,027+0.5% |
| Admin fee / account holder | $3,453 | $5,755-40.0% | $14,673-76.5% | $5,403-36.1% |