Filed September 27, 2007
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 ... | $1,505 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,283 | $60,124-18.0% | $90,404-45.5% | $79,858-38.3% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 14.91% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,299 | $2,068+11.2% | $3,262-29.5% | $2,471-6.9% |
| Participant deferral / active EE | $2,757 | $2,938-6.2% | $3,963-30.4% | $3,740-26.3% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |