Filed August 8, 2002
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; Recordke... | $2,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,537 | $56,485+14.3% | $185,823-65.3% | $86,799-25.6% |
| Participation rate | 49.1% | 65.5%-16.4pp | 81.7%-32.6pp | 72.3%-23.2pp |
| Annual return | 13.92% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $894 | $1,843-51.5% | $5,167-82.7% | $2,405-62.8% |
| Participant deferral / active EE | $1,586 | $2,553-37.9% | $5,568-71.5% | $4,131-61.6% |
| Admin fee / account holder | $8 | $150-95.0% | $16,237-100.0% | $170-95.6% |