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; Participant loan p... | $1,905 |
Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,197 | $47,126-72.0% | $149,673-91.2% | $74,419-82.3% |
| Participation rate | 92.3% | 63.4%+28.9pp | 78.8%+13.6pp | 70.7%+21.6pp |
| Annual return | 12.41% | 22.75%-10.3pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $971 | $1,905-49.0% | $4,818-79.8% | $2,637-63.2% |
| Participant deferral / active EE | $1,823 | $2,728-33.2% | $5,680-67.9% | $4,528-59.8% |
| Admin fee / account holder | $3 | $343-99.0% | $13,210-100.0% | $348-99.0% |