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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $38,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,339 | $50,815-56.0% | $155,509-85.6% | $77,643-71.2% |
| Participation rate | 40.7% | 63.1%-22.5pp | 78.2%-37.5pp | 70.6%-29.9pp |
| Annual return | 11.71% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $437 | $1,993-78.1% | $4,672-90.6% | $2,726-84.0% |
| Participant deferral / active EE | $894 | $2,822-68.3% | $5,626-84.1% | $4,647-80.8% |
| Admin fee / account holder | $150 | $437-65.7% | $15,912-99.1% | $430-65.2% |