Filed October 18, 2004
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 5-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 ... | $2,243 |
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 | $27,304 | $60,261-54.7% | $81,783-66.6% | $74,546-63.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.75% | 16.88%+2.9pp | 775.05%-755.3pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $1,687 | $2,622-35.7% | $2,913-42.1% | $2,624-35.7% |
| Participant deferral / active EE | $2,077 | $3,388-38.7% | $4,320-51.9% | $4,347-52.2% |
| Admin fee / account holder | $8 | $1,482-99.5% | $7,380-99.9% | $1,944-99.6% |