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... | $988 |
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 | $40,018 | $47,126-15.1% | $149,673-73.3% | $74,419-46.2% |
| Participation rate | 67.5% | 63.4%+4.1pp | 78.8%-11.3pp | 70.7%-3.3pp |
| Annual return | 16.18% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $754 | $1,905-60.4% | $4,818-84.3% | $2,637-71.4% |
| Participant deferral / active EE | $1,595 | $2,728-41.5% | $5,680-71.9% | $4,528-64.8% |
| Admin fee / account holder | $2 | $343-99.3% | $13,210-100.0% | $348-99.3% |