Filed January 6, 2006
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 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,872 | $56,485-79.0% | $185,823-93.6% | $86,799-86.3% |
| Participation rate | 53.1% | 65.5%-12.3pp | 81.7%-28.6pp | 72.3%-19.1pp |
| Annual return | 5.18% | 118.04%-112.9pp | 122.05%-116.9pp | 97.91%-92.7pp |
| Employer contribution / active EE | $358 | $1,843-80.6% | $5,167-93.1% | $2,405-85.1% |
| Participant deferral / active EE | $876 | $2,553-65.7% | $5,568-84.3% | $4,131-78.8% |
| Admin fee / account holder | $1 | $150-99.4% | $16,237-100.0% | $170-99.5% |