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 | Claims processing; Account maintenanc... | $351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,847 | $45,602+4.9% | $117,472-59.3% | $66,914-28.5% |
| Participation rate | 42.6% | 57.6%-15.1pp | 70.6%-28.0pp | 69.8%-27.2pp |
| Annual return | -16.70% | -16.74%0pp | 29.74%-46.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,100 | $1,579-30.3% | $4,176-73.7% | $2,544-56.8% |
| Participant deferral / active EE | $1,538 | $2,845-46.0% | $4,070-62.2% | $4,237-63.7% |
| Admin fee / account holder | $7,658 | $661+1059.2% | $5,645+35.7% | $593+1190.9% |