Filed May 30, 1997
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 9-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... | $1,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,633 | $50,815-63.3% | $155,509-88.0% | $77,643-76.0% |
| Participation rate | 51.3% | 63.1%-11.8pp | 78.2%-26.9pp | 70.6%-19.3pp |
| Annual return | 3.93% | 34.80%-30.9pp | 64.67%-60.7pp | 31.24%-27.3pp |
| Employer contribution / active EE | $794 | $1,993-60.1% | $4,672-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $285 | $2,822-89.9% | $5,626-94.9% | $4,647-93.9% |
| Admin fee / account holder | $3 | $437-99.4% | $15,912-100.0% | $430-99.4% |