Filed June 14, 2006 (most recent of 2 filings on file)
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... | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,570 | $62,928-49.8% | $172,739-81.7% | $67,579-53.3% |
| Participation rate | 55.0% | 64.5%-9.4pp | 82.6%-27.6pp | 71.3%-16.2pp |
| Annual return | 17.15% | 30.36%-13.2pp | 802.84%-785.7pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,004 | $1,636-38.7% | $5,143-80.5% | $2,148-53.3% |
| Participant deferral / active EE | $817 | $2,145-61.9% | $5,198-84.3% | $3,539-76.9% |
| Admin fee / account holder | $8 | $167-95.2% | $13,954-99.9% | $142-94.4% |