Filed October 18, 2004
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 ... | $178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,667 | $95,416+36.9% | $185,823-29.7% | $85,850+52.2% |
| Participation rate | 93.9% | 68.8%+25.1pp | 81.7%+12.2pp | 69.3%+24.6pp |
| Annual return | 16.72% | 23.59%-6.9pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $7,139 | $3,314+115.4% | $5,167+38.2% | $2,565+178.3% |
| Participant deferral / active EE | $8,495 | $3,423+148.1% | $5,568+52.6% | $3,952+115.0% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |