Filed December 2, 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 | Claims processing; Recordkeeping and ... | $1,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,059 | $95,416-52.8% | $185,823-75.8% | $85,850-47.5% |
| Participation rate | 95.6% | 68.8%+26.8pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 22.68% | 23.59%-0.9pp | 122.05%-99.4pp | 318.53%-295.9pp |
| Employer contribution / active EE | $4,167 | $3,314+25.8% | $5,167-19.4% | $2,565+62.5% |
| Participant deferral / active EE | $1,901 | $3,423-44.5% | $5,568-65.9% | $3,952-51.9% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |