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; Recordkeeping and ... | $1,787 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,084 | $65,409-11.2% | $98,442-41.0% | $85,850-32.3% |
| Participation rate | 93.7% | 65.0%+28.7pp | 73.3%+20.3pp | 69.3%+24.3pp |
| Annual return | 17.18% | 21.76%-4.6pp | 1492.73%-1475.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,793 | $2,168-17.3% | $2,960-39.4% | $2,565-30.1% |
| Participant deferral / active EE | $6,218 | $3,166+96.4% | $4,276+45.4% | $3,952+57.4% |
| Admin fee / account holder | $11 | $4,593-99.8% | $5,949-99.8% | $6,260-99.8% |