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; Participant loan p... | $1,956 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,689 | $61,272-56.4% | $149,673-82.2% | $71,457-62.7% |
| Participation rate | 74.1% | 62.5%+11.6pp | 78.8%-4.6pp | 67.9%+6.2pp |
| Annual return | 11.49% | 35.85%-24.4pp | 134.42%-122.9pp | 28.85%-17.4pp |
| Employer contribution / active EE | $639 | $2,378-73.1% | $4,818-86.7% | $2,588-75.3% |
| Participant deferral / active EE | $1,205 | $2,917-58.7% | $5,680-78.8% | $4,289-71.9% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |