Filed June 8, 2009
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 9-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 | Recordkeeping and information managem... | $1,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,361 | $21,287-46.6% | - | $68,494-83.4% |
| Participation rate | 48.5% | 40.3%+8.2pp | - | 67.9%-19.4pp |
| Annual return | -13.27% | -16.24%+3.0pp | - | -7.84%-5.4pp |
| Employer contribution / active EE | $496 | $1,123-55.8% | - | $2,596-80.9% |
| Participant deferral / active EE | $804 | $1,533-47.6% | - | $4,027-80.0% |
| Admin fee / account holder | $18 | $2,220-99.2% | - | $5,403-99.7% |