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 | Recordkeeping and information managem... | $6,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,447 | $50,127-73.2% | $149,673-91.0% | $80,160-83.2% |
| Participation rate | 64.7% | 64.3%+0.4pp | 78.8%-14.1pp | 72.9%-8.3pp |
| Annual return | 18.72% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $829 | $1,865-55.5% | $4,818-82.8% | $2,978-72.2% |
| Participant deferral / active EE | $1,713 | $3,194-46.4% | $5,680-69.8% | $5,017-65.8% |
| Admin fee / account holder | $5 | $153-96.9% | $13,210-100.0% | $145-96.7% |