Filed July 18, 2013
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 13 · EIN 35-0472300 | Contract Administrator | $4,012 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,628 | $52,293-51.0% | $178,490-85.6% | $73,409-65.1% |
| Participation rate | 69.6% | 65.3%+4.3pp | 81.9%-12.3pp | 72.2%-2.6pp |
| Annual return | 7.55% | 34.75%-27.2pp | 151.07%-143.5pp | 59.29%-51.7pp |
| Employer contribution / active EE | $896 | $1,735-48.4% | $5,011-82.1% | $2,234-59.9% |
| Participant deferral / active EE | $2,039 | $2,332-12.6% | $5,202-60.8% | $3,805-46.4% |
| Admin fee / account holder | $21 | $127-83.9% | $13,984-99.9% | $158-87.0% |