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 | Participant loan processing; Claims p... | $2,574 |
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 | $10,623 | $52,208-79.7% | $86,612-87.7% | $74,419-85.7% |
| Participation rate | 38.5% | 66.3%-27.8pp | 71.7%-33.2pp | 70.7%-32.2pp |
| Annual return | 15.30% | 44.46%-29.2pp | 591.07%-575.8pp | 34.38%-19.1pp |
| Employer contribution / active EE | $586 | $2,282-74.3% | $3,022-80.6% | $2,637-77.8% |
| Participant deferral / active EE | $486 | $3,383-85.6% | $4,438-89.0% | $4,528-89.3% |
| Admin fee / account holder | $5 | $319-98.3% | $5,614-99.9% | $348-98.5% |