Filed June 7, 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 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... | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,593 | $51,197-53.9% | $82,719-71.5% | $66,914-64.7% |
| Participation rate | 55.3% | 67.8%-12.5pp | 72.6%-17.2pp | 69.8%-14.5pp |
| Annual return | 124.83% | -9.64%+134.5pp | 701.18%-576.3pp | 1.58%+123.2pp |
| Employer contribution / active EE | $983 | $2,611-62.3% | $3,009-67.3% | $2,544-61.4% |
| Participant deferral / active EE | $705 | $3,458-79.6% | $4,395-84.0% | $4,237-83.4% |
| Admin fee / account holder | $5 | $416-98.7% | $5,329-99.9% | $593-99.1% |