Filed October 18, 2004
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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,103 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,820 | $81,248-63.3% | $155,509-80.8% | $80,856-63.1% |
| Participation rate | 98.8% | 66.2%+32.5pp | 78.2%+20.6pp | 67.6%+31.1pp |
| Annual return | 15.45% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,633 | $3,100-15.1% | $4,672-43.6% | $2,755-4.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |