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 | Recordkeeping and information managem... | $1,641 |
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 | $40,997 | $46,292-11.4% | $143,757-71.5% | $64,808-36.7% |
| Participation rate | 42.0% | 64.2%-22.2pp | 80.3%-38.3pp | 71.5%-29.5pp |
| Annual return | -15.14% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $742 | $1,910-61.1% | $4,951-85.0% | $2,506-70.4% |
| Participant deferral / active EE | $1,486 | $2,646-43.8% | $5,637-73.6% | $4,310-65.5% |
| Admin fee / account holder | $5 | $154-97.0% | $14,673-100.0% | $188-97.6% |