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 | Participant loan processing; Claims p... | $1,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,281 | $52,293-86.1% | $178,490-95.9% | $73,409-90.1% |
| Participation rate | 95.6% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.4pp |
| Annual return | 10.95% | 34.75%-23.8pp | 151.07%-140.1pp | 59.29%-48.3pp |
| Employer contribution / active EE | $523 | $1,735-69.8% | $5,011-89.6% | $2,234-76.6% |
| Participant deferral / active EE | $858 | $2,332-63.2% | $5,202-83.5% | $3,805-77.5% |
| Admin fee / account holder | $2 | $127-98.7% | $13,984-100.0% | $158-98.9% |