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 | Participant loan processing; Recordke... | $339 |
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 | $43,894 | $48,335-9.2% | $121,098-63.8% | $71,457-38.6% |
| Participation rate | 44.1% | 54.3%-10.1pp | 69.5%-25.3pp | 67.9%-23.8pp |
| Annual return | 24.30% | 23.32%+1.0pp | 985.75%-961.4pp | 28.85%-4.5pp |
| Employer contribution / active EE | $1,063 | $1,489-28.6% | $4,164-74.5% | $2,588-58.9% |
| Participant deferral / active EE | $1,431 | $2,754-48.0% | $4,080-64.9% | $4,289-66.6% |
| Admin fee / account holder | $17,283 | $1,841+839.0% | $5,644+206.2% | $1,587+988.8% |