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; Recordkeeping and ... | $810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,381 | $65,390+1.5% | $169,368-60.8% | $71,457-7.1% |
| Participation rate | 71.0% | 67.0%+4.1pp | 77.1%-6.1pp | 67.9%+3.1pp |
| Annual return | 16.22% | 21.31%-5.1pp | 405.60%-389.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,392 | $2,079-33.0% | $4,013-65.3% | $2,588-46.2% |
| Participant deferral / active EE | $2,996 | $4,367-31.4% | $6,221-51.8% | $4,289-30.2% |
| Admin fee / account holder | $3 | $1,324-99.8% | $9,003-100.0% | $1,587-99.8% |