Filed November 4, 2016
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 | Account maintenance fees; Claims proc... | $11,074 |
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 | $24,153 | $53,136-54.5% | $155,509-84.5% | $199,593-87.9% |
| Participation rate | 80.6% | 64.1%+16.5pp | 78.2%+2.4pp | 72.0%+8.6pp |
| Annual return | 13.06% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,663 | $1,851-10.1% | $4,672-64.4% | $3,034-45.2% |
| Participant deferral / active EE | $1,100 | $3,161-65.2% | $5,626-80.4% | $5,087-78.4% |
| Admin fee / account holder | $7 | $185-96.1% | $15,912-100.0% | $269-97.3% |