Filed April 26, 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 | Claims processing; Recordkeeping and ... | $1,569 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,228 | $45,343+2.0% | $150,298-69.2% | $67,986-32.0% |
| Participation rate | 93.3% | 51.9%+41.5pp | 77.8%+15.6pp | 57.2%+36.1pp |
| Annual return | 10.62% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $2,250 | $1,462+53.9% | $4,154-45.8% | $2,019+11.4% |
| Participant deferral / active EE | $3,273 | $2,055+59.3% | $5,453-40.0% | $3,358-2.5% |
| Admin fee / account holder | $10 | $2,250-99.5% | $14,116-99.9% | $3,203-99.7% |