Filed April 17, 1996
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; Participant loan p... | $1,592 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,732 | $49,915-56.5% | $154,803-86.0% | $74,304-70.8% |
| Participation rate | 84.2% | 54.0%+30.2pp | 78.1%+6.1pp | 60.3%+23.8pp |
| Annual return | 8.54% | 34.06%-25.5pp | 58.88%-50.3pp | 29.43%-20.9pp |
| Employer contribution / active EE | $1,009 | $1,611-37.4% | $4,305-76.6% | $2,241-55.0% |
| Participant deferral / active EE | $1,466 | $2,255-35.0% | $5,540-73.5% | $3,767-61.1% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |