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... | $1,470 |
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 | $40,306 | $47,126-14.5% | $149,673-73.1% | $74,419-45.8% |
| Participation rate | 60.9% | 63.4%-2.5pp | 78.8%-17.9pp | 70.7%-9.8pp |
| Annual return | 13.54% | 22.75%-9.2pp | 134.42%-120.9pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,360 | $1,905-28.6% | $4,818-71.8% | $2,637-48.4% |
| Participant deferral / active EE | $1,278 | $2,728-53.1% | $5,680-77.5% | $4,528-71.8% |
| Admin fee / account holder | $123 | $343-64.1% | $13,210-99.1% | $348-64.6% |