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 | $681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,802 | $98,884-74.9% | $78,689-68.5% | - |
| Participation rate | 69.7% | 62.0%+7.7pp | 73.6%-3.9pp | - |
| Annual return | 5.27% | 0.47%+4.8pp | 62.18%-56.9pp | - |
| Employer contribution / active EE | $1,001 | $2,173-53.9% | $2,851-64.9% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $2 | $10,143-100.0% | $4,510-99.9% | - |