Filed July 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 ... | $1,568 |
Annual investment return 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 | $22,374 | $58,879-62.0% | $178,490-87.5% | $73,488-69.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.7pp |
| Annual return | 7.92% | 24.86%-16.9pp | 151.07%-143.2pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,242 | $2,236-44.5% | $5,011-75.2% | $2,270-45.3% |
| Participant deferral / active EE | $1,526 | $2,567-40.6% | $5,202-70.7% | $3,740-59.2% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.7% |