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 | Participant loan processing; Account ... | $802 |
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 | $67,761 | $81,248-16.6% | $155,509-56.4% | $80,856-16.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 12.48% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,958 | $3,100-36.8% | $4,672-58.1% | $2,755-28.9% |
| Participant deferral / active EE | $3,962 | $3,452+14.8% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $6,148 | $7,997-23.1% | $15,912-61.4% | $6,918-11.1% |