Filed February 11, 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 | Participant loan processing; Recordke... | $362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,730 | $77,899-86.2% | $149,673-92.8% | $75,163-85.7% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.5pp | 67.2%+26.0pp |
| Annual return | 15.94% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,588 | $3,411-24.1% | $5,680-54.4% | $4,125-37.3% |
| Admin fee / account holder | $3 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |