Filed December 12, 1994
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 9-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; Account ... | $3,923 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,253 | $50,815-50.3% | $155,509-83.8% | $77,643-67.5% |
| Participation rate | 84.0% | 63.1%+20.9pp | 78.2%+5.8pp | 70.6%+13.4pp |
| Annual return | 17.44% | 34.80%-17.4pp | 64.67%-47.2pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,470 | $1,993-26.2% | $4,672-68.5% | $2,726-46.1% |
| Participant deferral / active EE | $2,215 | $2,822-21.5% | $5,626-60.6% | $4,647-52.3% |
| Admin fee / account holder | $11 | $437-97.5% | $15,912-99.9% | $430-97.5% |