Filed June 23, 2005
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; Recordkeepi... | $1,668 |
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 | $26,311 | $65,061-59.6% | $143,757-81.7% | $66,914-60.7% |
| Participation rate | 90.2% | 65.2%+25.0pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -12.99% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,088 | $2,361-53.9% | $4,951-78.0% | $2,544-57.2% |
| Participant deferral / active EE | $1,796 | $2,919-38.5% | $5,637-68.1% | $4,237-57.6% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |