Filed November 29, 2005 (most recent of 2 filings on file)
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; Claims p... | $23,489 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,030 | $47,126-51.1% | $149,673-84.6% | $74,419-69.1% |
| Participation rate | 37.5% | 63.4%-25.9pp | 78.8%-41.3pp | 70.7%-33.2pp |
| Annual return | 20.80% | 22.75%-2.0pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $399 | $1,905-79.1% | $4,818-91.7% | $2,637-84.9% |
| Participant deferral / active EE | $893 | $2,728-67.3% | $5,680-84.3% | $4,528-80.3% |
| Admin fee / account holder | $141 | $343-59.0% | $13,210-98.9% | $348-59.6% |