Filed June 27, 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; Recordkeeping and ... | $4,721 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,818 | $52,293-75.5% | $178,490-92.8% | $73,409-82.5% |
| Participation rate | 91.8% | 65.3%+26.5pp | 81.9%+9.9pp | 72.2%+19.7pp |
| Annual return | 11.67% | 34.75%-23.1pp | 151.07%-139.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $866 | $2,332-62.9% | $5,202-83.3% | $3,805-77.2% |
| Admin fee / account holder | $6 | $127-95.2% | $13,984-100.0% | $158-96.2% |