Filed November 29, 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... | $6,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,666 | $55,472-35.7% | $155,567-77.1% | $74,546-52.2% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 12.08% | 268.72%-256.6pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,324 | $2,269-41.6% | $4,674-71.7% | $2,624-49.5% |
| Participant deferral / active EE | $1,934 | $2,838-31.8% | $5,628-65.6% | $4,347-55.5% |
| Admin fee / account holder | $13 | $1,743-99.2% | $15,916-99.9% | $1,944-99.3% |