Filed January 11, 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 ... | $918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,781 | $76,407+71.2% | $150,298-13.0% | $82,448+58.6% |
| Participation rate | 94.8% | 66.4%+28.4pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 14.64% | 39.99%-25.4pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $7,699 | $2,614+194.5% | $4,154+85.3% | $2,551+201.8% |
| Participant deferral / active EE | $6,052 | $3,214+88.3% | $5,453+11.0% | $4,139+46.2% |
| Admin fee / account holder | $7 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |