Filed January 20, 1993
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... | $1,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,740 | $50,815+76.6% | $155,509-42.3% | $77,643+15.6% |
| Participation rate | 34.2% | 63.1%-28.9pp | 78.2%-44.0pp | 70.6%-36.3pp |
| Annual return | 12.91% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,086 | $1,993-45.5% | $4,672-76.8% | $2,726-60.2% |
| Participant deferral / active EE | $1,808 | $2,822-35.9% | $5,626-67.9% | $4,647-61.1% |
| Admin fee / account holder | $6 | $437-98.5% | $15,912-100.0% | $430-98.5% |