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 | Account maintenance fees; Claims proc... | $11,548 |
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 | $34,814 | $50,815-31.5% | $155,509-77.6% | $77,643-55.2% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 15.34% | 34.80%-19.5pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $4,931 | $1,993+147.5% | $4,672+5.5% | $2,726+80.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $10 | $437-97.8% | $15,912-99.9% | $430-97.8% |