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... | $7,925 |
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 | $15,607 | $65,908-76.3% | $81,812-80.9% | $77,643-79.9% |
| Participation rate | 34.1% | 65.8%-31.7pp | 72.3%-38.2pp | 70.6%-36.4pp |
| Annual return | 13.49% | 26.64%-13.2pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $553 | $2,370-76.7% | $2,912-81.0% | $2,726-79.7% |
| Participant deferral / active EE | $405 | $3,505-88.4% | $4,319-90.6% | $4,647-91.3% |
| Admin fee / account holder | $16 | $526-96.9% | $7,386-99.8% | $430-96.2% |