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 | Account maintenance fees; Claims proc... | $5,396 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,403 | $50,815-24.4% | $155,509-75.3% | $77,643-50.5% |
| Participation rate | 76.4% | 63.1%+13.3pp | 78.2%-1.8pp | 70.6%+5.8pp |
| Annual return | 20.24% | 34.80%-14.6pp | 64.67%-44.4pp | 31.24%-11.0pp |
| Employer contribution / active EE | $791 | $1,993-60.3% | $4,672-83.1% | $2,726-71.0% |
| Participant deferral / active EE | $1,640 | $2,822-41.9% | $5,626-70.9% | $4,647-64.7% |
| Admin fee / account holder | $10 | $437-97.7% | $15,912-99.9% | $430-97.6% |