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 | Participant loan processing; Claims p... | $614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,347 | $57,281+3.6% | $86,612-31.5% | $75,163-21.0% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 17.25% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,606 | $2,314-30.6% | $3,022-46.9% | $2,670-39.8% |
| Participant deferral / active EE | $5,327 | $3,318+60.6% | $4,438+20.1% | $4,125+29.1% |
| Admin fee / account holder | $4 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |