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... | $3,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,080 | $56,485-32.6% | $185,823-79.5% | $86,799-56.1% |
| Participation rate | 53.6% | 65.5%-11.8pp | 81.7%-28.1pp | 72.3%-18.6pp |
| Annual return | 14.04% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $992 | $1,843-46.1% | $5,167-80.8% | $2,405-58.7% |
| Participant deferral / active EE | $873 | $2,553-65.8% | $5,568-84.3% | $4,131-78.9% |
| Admin fee / account holder | $8 | $150-94.4% | $16,237-99.9% | $170-95.1% |