Filed May 14, 2008
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; Recordke... | $11,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,310 | $46,464+44.9% | $150,298-55.2% | $79,634-15.5% |
| Participation rate | 98.1% | 57.0%+41.2pp | 77.8%+20.4pp | 62.5%+35.7pp |
| Annual return | 14.45% | 27.89%-13.4pp | 62.79%-48.3pp | 36.46%-22.0pp |
| Employer contribution / active EE | $2,158 | $1,512+42.8% | $4,154-48.0% | $2,529-14.7% |
| Participant deferral / active EE | $4,119 | $2,157+91.0% | $5,453-24.5% | $3,835+7.4% |
| Admin fee / account holder | $12 | $891-98.7% | $14,116-99.9% | $1,002-98.8% |