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 | Participant loan processing; Account ... | $25,634 |
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.
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 | $18,806 | $55,331-66.0% | $81,812-77.0% | $199,593-90.6% |
| Participation rate | 56.1% | 62.5%-6.4pp | 72.3%-16.2pp | 72.0%-15.8pp |
| Annual return | 13.62% | 19.59%-6.0pp | 773.79%-760.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $224 | $2,101-89.3% | $2,912-92.3% | $3,034-92.6% |
| Participant deferral / active EE | $807 | $3,283-75.4% | $4,319-81.3% | $5,087-84.1% |
| Admin fee / account holder | $13 | $346-96.2% | $7,386-99.8% | $269-95.2% |