Filed May 24, 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 3-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 | Account maintenance fees; Recordkeepi... | $3,210 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,629 | $50,820-4.3% | $155,567-68.7% | $77,671-37.4% |
| Participation rate | 47.4% | 63.1%-15.7pp | 78.2%-30.8pp | 70.6%-23.2pp |
| Annual return | 12.38% | 34.85%-22.5pp | 64.74%-52.4pp | 31.21%-18.8pp |
| Employer contribution / active EE | $845 | $1,993-57.6% | $4,674-81.9% | $2,726-69.0% |
| Participant deferral / active EE | $558 | $2,823-80.2% | $5,628-90.1% | $4,648-88.0% |
| Admin fee / account holder | $15 | $436-96.5% | $15,916-99.9% | $430-96.4% |