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... | $6,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,027 | $46,292-45.9% | $143,757-82.6% | $64,808-61.4% |
| Participation rate | 61.9% | 64.2%-2.4pp | 80.3%-18.4pp | 71.5%-9.6pp |
| Annual return | -11.25% | -10.05%-1.2pp | -0.04%-11.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $3,228 | $1,910+69.0% | $4,951-34.8% | $2,506+28.8% |
| Participant deferral / active EE | $597 | $2,646-77.4% | $5,637-89.4% | $4,310-86.1% |
| Admin fee / account holder | $13 | $154-91.7% | $14,673-99.9% | $188-93.2% |