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... | $794 |
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 | $47,048 | $53,777-12.5% | $134,143-64.9% | $79,858-41.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.27% | 19.01%-0.7pp | 36.33%-18.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,850 | $1,321+40.0% | $3,704-50.0% | $2,471-25.1% |
| Participant deferral / active EE | $2,675 | $2,420+10.5% | $3,499-23.5% | $3,740-28.5% |
| Admin fee / account holder | $7,312 | $3,984+83.5% | $6,684+9.4% | $5,306+37.8% |