Filed November 1, 2006
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; Account maintenanc... | $567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,345 | $73,867-50.8% | $143,757-74.7% | $68,494-46.9% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -15.21% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $198 | $3,184-93.8% | $4,951-96.0% | $2,596-92.4% |
| Participant deferral / active EE | $1,013 | $3,384-70.1% | $5,637-82.0% | $4,027-74.9% |
| Admin fee / account holder | $9 | $5,755-99.9% | $14,673-99.9% | $5,403-99.8% |