Filed September 2, 2009
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; Participant loan p... | $1,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,737 | $104,475-34.2% | $159,436-56.9% | $79,386-13.4% |
| Participation rate | 97.0% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.3pp |
| Annual return | 14.31% | 67.95%-53.6pp | 263.57%-249.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,412 | $3,417-0.2% | $4,829-29.4% | $2,427+40.5% |
| Participant deferral / active EE | $4,259 | $6,467-34.1% | $7,352-42.1% | $4,046+5.3% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.6% |