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; Account maintenanc... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,039 | $73,867-41.7% | $143,757-70.1% | $68,494-37.2% |
| Participation rate | 76.6% | 66.7%+10.0pp | 80.3%-3.7pp | 67.9%+8.7pp |
| Annual return | -10.92% | 1.01%-11.9pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,814 | $3,184+19.8% | $4,951-23.0% | $2,596+46.9% |
| Participant deferral / active EE | $2,062 | $3,384-39.1% | $5,637-63.4% | $4,027-48.8% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-99.9% | $5,403-99.9% |