Filed July 25, 2014
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 9-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... | $2,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,933 | $60,323-20.5% | $81,812-41.4% | $74,495-35.7% |
| Participation rate | 87.5% | 62.9%+24.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 13.99% | 16.90%-2.9pp | 773.79%-759.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,514 | $2,620-42.2% | $2,912-48.0% | $2,623-42.3% |
| Participant deferral / active EE | $2,943 | $3,387-13.1% | $4,319-31.9% | $4,346-32.3% |
| Admin fee / account holder | $9 | $1,486-99.4% | $7,386-99.9% | $1,942-99.5% |