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 | Participant loan processing; Account ... | $19,271 |
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 | $16,236 | $53,136-69.4% | $155,509-89.6% | $199,593-91.9% |
| Participation rate | 67.8% | 64.1%+3.7pp | 78.2%-10.4pp | 72.0%-4.2pp |
| Annual return | 15.61% | 41.15%-25.5pp | 64.67%-49.1pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,559 | $1,851-15.7% | $4,672-66.6% | $3,034-48.6% |
| Participant deferral / active EE | $2,184 | $3,161-30.9% | $5,626-61.2% | $5,087-57.1% |
| Admin fee / account holder | $10 | $185-94.7% | $15,912-99.9% | $269-96.3% |