Filed November 5, 2007
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; Participant loan p... | $119 |
Employer contribution per participant 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 | $37,934 | $52,953-28.4% | $172,739-78.0% | $65,185-41.8% |
| Participation rate | 93.4% | 66.2%+27.2pp | 82.6%+10.7pp | 70.2%+23.2pp |
| Annual return | 18.35% | 30.12%-11.8pp | 802.84%-784.5pp | 29.38%-11.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,937 | $2,471+59.4% | $5,198-24.2% | $3,514+12.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |