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 | Recordkeeping and information managem... | $2,829 |
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 | $37,999 | $46,292-17.9% | $143,757-73.6% | $64,808-41.4% |
| Participation rate | 48.5% | 64.2%-15.8pp | 80.3%-31.8pp | 71.5%-23.0pp |
| Annual return | -12.18% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $976 | $1,910-48.9% | $4,951-80.3% | $2,506-61.1% |
| Participant deferral / active EE | $848 | $2,646-67.9% | $5,637-85.0% | $4,310-80.3% |
| Admin fee / account holder | $9 | $154-94.2% | $14,673-99.9% | $188-95.3% |