Filed July 18, 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; Recordkeeping and ... | $1,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,907 | $52,293-73.4% | $178,490-92.2% | $73,409-81.1% |
| Participation rate | 97.4% | 65.3%+32.0pp | 81.9%+15.4pp | 72.2%+25.2pp |
| Annual return | 5.63% | 34.75%-29.1pp | 151.07%-145.4pp | 59.29%-53.7pp |
| Employer contribution / active EE | $860 | $1,735-50.5% | $5,011-82.8% | $2,234-61.5% |
| Participant deferral / active EE | $1,269 | $2,332-45.6% | $5,202-75.6% | $3,805-66.6% |
| Admin fee / account holder | $76 | $127-40.3% | $13,984-99.5% | $158-51.8% |