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... | $4,298 |
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 | $29,712 | $47,126-37.0% | $149,673-80.1% | $74,419-60.1% |
| Participation rate | 94.9% | 63.4%+31.5pp | 78.8%+16.1pp | 70.7%+24.2pp |
| Annual return | 17.65% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,517 | $1,905+137.1% | $4,818-6.2% | $2,637+71.3% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $5 | $343-98.4% | $13,210-100.0% | $348-98.5% |