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 | Claims processing; Recordkeeping and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,330 | $56,485-76.4% | $185,823-92.8% | $86,799-84.6% |
| Participation rate | 91.2% | 65.5%+25.7pp | 81.7%+9.5pp | 72.3%+18.9pp |
| Annual return | 20.87% | 118.04%-97.2pp | 122.05%-101.2pp | 97.91%-77.0pp |
| Employer contribution / active EE | $792 | $1,843-57.0% | $5,167-84.7% | $2,405-67.1% |
| Participant deferral / active EE | $1,849 | $2,553-27.6% | $5,568-66.8% | $4,131-55.2% |
| Admin fee / account holder | $2 | $150-98.7% | $16,237-100.0% | $170-98.8% |