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 | Participant loan processing; Recordke... | $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 | $49,915-7.4% | $154,803-70.1% | $74,304-37.8% |
| Participation rate | 93.3% | 54.0%+39.4pp | 78.1%+15.3pp | 60.3%+33.0pp |
| Annual return | 10.62% | 34.06%-23.4pp | 58.88%-48.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,250 | $1,611+39.6% | $4,305-47.7% | $2,241+0.4% |
| Participant deferral / active EE | $3,273 | $2,255+45.2% | $5,540-40.9% | $3,767-13.1% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |