Filed January 9, 2003
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... | $223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,520 | $73,867-70.9% | $143,757-85.0% | $68,494-68.6% |
| Participation rate | 45.3% | 66.7%-21.4pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -15.73% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,136 | $3,184-64.3% | $4,951-77.1% | $2,596-56.3% |
| Participant deferral / active EE | $2,769 | $3,384-18.2% | $5,637-50.9% | $4,027-31.3% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |