Filed June 22, 2010
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; Recordkeeping and ... | $3,366 |
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 | $32,290 | $58,879-45.2% | $178,490-81.9% | $73,488-56.1% |
| Participation rate | 92.2% | 66.2%+26.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 14.42% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,746 | $2,236-21.9% | $5,011-65.2% | $2,270-23.1% |
| Participant deferral / active EE | $1,015 | $2,567-60.5% | $5,202-80.5% | $3,740-72.9% |
| Admin fee / account holder | $12 | $400-97.1% | $13,984-99.9% | $513-97.7% |