Filed March 10, 1992
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... | $158 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,398 | $62,928-89.8% | $172,739-96.3% | $67,579-90.5% |
| Participation rate | 95.3% | 64.5%+30.8pp | 82.6%+12.6pp | 71.3%+24.0pp |
| Annual return | 15.77% | 30.36%-14.6pp | 802.84%-787.1pp | 378.56%-362.8pp |
| Employer contribution / active EE | $463 | $1,636-71.7% | $5,143-91.0% | $2,148-78.5% |
| Participant deferral / active EE | $821 | $2,145-61.7% | $5,198-84.2% | $3,539-76.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |