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 | Recordkeeping and information managem... | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,906 | $59,159+6.3% | $159,960-60.7% | $66,914-6.0% |
| Participation rate | 69.9% | 68.1%+1.8pp | 78.0%-8.0pp | 69.8%+0.1pp |
| Annual return | -15.15% | -12.26%-2.9pp | 408.60%-423.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,441 | $1,983-27.4% | $4,226-65.9% | $2,544-43.4% |
| Participant deferral / active EE | $3,041 | $4,395-30.8% | $6,182-50.8% | $4,237-28.2% |
| Admin fee / account holder | $4 | $591-99.3% | $8,698-100.0% | $593-99.4% |