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... | $2,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $49,932 | $50,815-1.7% | $155,509-67.9% | $77,643-35.7% |
| Participation rate | 45.6% | 63.1%-17.5pp | 78.2%-32.6pp | 70.6%-25.0pp |
| Annual return | 14.53% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,655 | $2,822-5.9% | $5,626-52.8% | $4,647-42.9% |
| Admin fee / account holder | $5 | $437-98.9% | $15,912-100.0% | $430-98.9% |