Filed October 17, 2011
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 | Recordkeeping and information managem... | $897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,164 | $46,292-17.6% | $143,757-73.5% | $64,808-41.1% |
| Participation rate | 47.2% | 64.2%-17.0pp | 80.3%-33.1pp | 71.5%-24.2pp |
| Annual return | -13.46% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $942 | $1,910-50.7% | $4,951-81.0% | $2,506-62.4% |
| Participant deferral / active EE | $2,338 | $2,646-11.6% | $5,637-58.5% | $4,310-45.8% |
| Admin fee / account holder | $4 | $154-97.1% | $14,673-100.0% | $188-97.6% |