Filed June 21, 2006
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 ... | $6,330 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,797 | $52,670-83.3% | $90,404-90.3% | $73,409-88.0% |
| Participation rate | 91.9% | 67.7%+24.2pp | 72.7%+19.2pp | 72.2%+19.7pp |
| Annual return | 11.85% | 20.70%-8.9pp | 1293.02%-1281.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $478 | $1,872-74.5% | $3,262-85.4% | $2,234-78.6% |
| Participant deferral / active EE | $528 | $2,807-81.2% | $3,963-86.7% | $3,805-86.1% |
| Admin fee / account holder | $35 | $117-70.0% | $5,611-99.4% | $158-77.8% |