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 | Participant loan processing; Claims p... | $1,898 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,642 | $50,982-77.2% | $154,803-92.5% | $85,563-86.4% |
| Participation rate | 87.7% | 59.8%+27.9pp | 78.1%+9.7pp | 66.0%+21.8pp |
| Annual return | 8.32% | 30.35%-22.0pp | 58.88%-50.6pp | 31.51%-23.2pp |
| Employer contribution / active EE | $315 | $1,708-81.6% | $4,305-92.7% | $2,654-88.1% |
| Participant deferral / active EE | $810 | $2,474-67.3% | $5,540-85.4% | $4,375-81.5% |
| Admin fee / account holder | $1 | $846-99.8% | $14,329-100.0% | $834-99.8% |