Filed September 15, 2003
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 8-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; Recordkeeping and ... | $5,318 |
Employer 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 | $35,823 | $65,061-44.9% | $143,757-75.1% | $66,914-46.5% |
| Participation rate | 84.6% | 65.2%+19.4pp | 80.3%+4.3pp | 69.8%+14.8pp |
| Annual return | -12.52% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $182 | $2,361-92.3% | $4,951-96.3% | $2,544-92.8% |
| Participant deferral / active EE | $3,665 | $2,919+25.6% | $5,637-35.0% | $4,237-13.5% |
| Admin fee / account holder | $12 | $502-97.7% | $14,673-99.9% | $593-98.0% |