Filed October 18, 2004
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 | Account maintenance fees; Claims proc... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,817 | $62,928-82.8% | $172,739-93.7% | $67,579-84.0% |
| Participation rate | 93.4% | 64.5%+28.9pp | 82.6%+10.8pp | 71.3%+22.1pp |
| Annual return | 27.78% | 30.36%-2.6pp | 802.84%-775.1pp | 378.56%-350.8pp |
| Employer contribution / active EE | $272 | $1,636-83.4% | $5,143-94.7% | $2,148-87.3% |
| Participant deferral / active EE | $1,197 | $2,145-44.2% | $5,198-77.0% | $3,539-66.2% |
| Admin fee / account holder | $2 | $167-99.0% | $13,954-100.0% | $142-98.8% |