Filed June 8, 2009
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; Account maintenanc... | $1,668 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,955 | $54,762-21.6% | $90,281-52.4% | $72,985-41.1% |
| Participation rate | 90.2% | 65.1%+25.1pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 26.49% | 30.63%-4.1pp | 78.10%-51.6pp | 81.00%-54.5pp |
| Employer contribution / active EE | $855 | $2,092-59.1% | $2,854-70.1% | $2,440-65.0% |
| Participant deferral / active EE | $3,145 | $2,887+8.9% | $3,885-19.1% | $3,607-12.8% |
| Admin fee / account holder | $10 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |