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 | Participant loan processing; Recordke... | $1,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,157 | $73,360-3.0% | $177,989-60.0% | $74,495-4.5% |
| Participation rate | 72.6% | 66.6%+6.0pp | 77.1%-4.4pp | 67.2%+5.4pp |
| Annual return | 12.82% | 17.49%-4.7pp | 294.48%-281.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,414 | $2,216-36.2% | $3,949-64.2% | $2,623-46.1% |
| Participant deferral / active EE | $2,879 | $4,513-36.2% | $6,276-54.1% | $4,346-33.7% |
| Admin fee / account holder | $5 | $1,808-99.7% | $10,363-100.0% | $1,942-99.7% |