Filed October 18, 2004
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 5-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 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $747 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $22,325 | $45,152-50.6% | $73,843-69.8% | $59,632-62.6% |
| Participation rate | 88.7% | 64.0%+24.7pp | 73.4%+15.2pp | 68.7%+20.0pp |
| Annual return | 1.23% | 27.40%-26.2pp | 2267.84%-2266.6pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,476 | $1,902+30.2% | $2,787-11.2% | $2,203+12.4% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3 | $3,516-99.9% | $4,880-99.9% | $4,297-99.9% |