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 | Account maintenance fees; Participant... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,614 | $47,722-81.9% | $82,719-89.6% | $64,808-86.7% |
| Participation rate | 31.4% | 67.6%-36.2pp | 72.6%-41.1pp | 71.5%-40.1pp |
| Annual return | -14.07% | -13.05%-1.0pp | 701.18%-715.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $484 | $2,179-77.8% | $3,009-83.9% | $2,506-80.7% |
| Participant deferral / active EE | $337 | $3,329-89.9% | $4,395-92.3% | $4,310-92.2% |
| Admin fee / account holder | $68 | $143-52.6% | $5,329-98.7% | $188-63.9% |