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 | Participant loan processing; Claims p... | $1,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,686 | $91,407-38.0% | $135,903-58.3% | $71,457-20.7% |
| Participation rate | 92.6% | 75.7%+16.9pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 18.03% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,677 | $3,703-0.7% | $4,856-24.3% | $2,588+42.1% |
| Participant deferral / active EE | $3,624 | $7,092-48.9% | $7,758-53.3% | $4,289-15.5% |
| Admin fee / account holder | $6 | $1,266-99.6% | $10,762-99.9% | $1,587-99.6% |