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; Recordkeeping and ... | $2,538 |
Participant 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 | $27,019 | $52,293-48.3% | $178,490-84.9% | $73,409-63.2% |
| Participation rate | 87.1% | 65.3%+21.7pp | 81.9%+5.2pp | 72.2%+14.9pp |
| Annual return | 15.66% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,304 | $1,735+90.4% | $5,011-34.1% | $2,234+47.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $4 | $127-96.8% | $13,984-100.0% | $158-97.4% |