Filed June 17, 2014 (most recent of 2 filings on file)
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 | Claims processing; Recordkeeping and ... | $6,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,536 | $47,634-71.6% | $90,404-85.0% | $90,288-85.0% |
| Participation rate | 59.3% | 67.5%-8.2pp | 72.7%-13.4pp | 73.4%-14.1pp |
| Annual return | 2.70% | 19.61%-16.9pp | 1293.02%-1290.3pp | 53.97%-51.3pp |
| Employer contribution / active EE | $172 | $1,749-90.2% | $3,262-94.7% | $2,524-93.2% |
| Participant deferral / active EE | $652 | $2,824-76.9% | $3,963-83.6% | $4,232-84.6% |
| Admin fee / account holder | $0 | $106-100.0% | $5,611-100.0% | $114-100.0% |