Filed June 23, 2005
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 ... | $2,510 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,580 | $58,879-37.9% | $178,490-79.5% | $73,488-50.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 5.79% | 24.86%-19.1pp | 151.07%-145.3pp | 28.51%-22.7pp |
| Employer contribution / active EE | $1,299 | $2,236-41.9% | $5,011-74.1% | $2,270-42.8% |
| Participant deferral / active EE | $1,754 | $2,567-31.7% | $5,202-66.3% | $3,740-53.1% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |