Filed December 12, 2005
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... | $971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,909 | $48,570-15.8% | $130,648-68.7% | $72,985-43.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.18% | 38.63%-21.4pp | 1708.96%-1691.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,215 | $1,334+66.1% | $4,092-45.9% | $2,440-9.2% |
| Participant deferral / active EE | $1,706 | $2,384-28.4% | $3,603-52.6% | $3,607-52.7% |
| Admin fee / account holder | $7,425 | $3,549+109.2% | $5,464+35.9% | $5,124+44.9% |