Filed November 3, 2013
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; Recordke... | $2,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,797 | $49,915-16.3% | $154,803-73.0% | $74,304-43.7% |
| Participation rate | 85.1% | 54.0%+31.1pp | 78.1%+7.0pp | 60.3%+24.7pp |
| Annual return | 16.44% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,852 | $1,611+15.0% | $4,305-57.0% | $2,241-17.4% |
| Participant deferral / active EE | $3,552 | $2,255+57.6% | $5,540-35.9% | $3,767-5.7% |
| Admin fee / account holder | $13 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |