Filed December 20, 2006 (most recent of 2 filings on file)
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; Participant loan p... | $1,925 |
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 | $73,296 | $62,132+18.0% | $185,823-60.6% | $73,488-0.3% |
| Participation rate | 87.4% | 67.8%+19.6pp | 78.0%+9.4pp | 70.7%+16.8pp |
| Annual return | 14.18% | 20.44%-6.3pp | 35.95%-21.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,733 | $1,681+3.1% | $4,087-57.6% | $2,270-23.6% |
| Participant deferral / active EE | $3,757 | $3,711+1.2% | $5,632-33.3% | $3,740+0.5% |
| Admin fee / account holder | $5 | $419-98.9% | $9,500-100.0% | $513-99.1% |