Filed June 22, 2010
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 | Recordkeeping and information managem... | $2,673 |
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 | $41,858 | $47,126-11.2% | $149,673-72.0% | $74,419-43.8% |
| Participation rate | 71.8% | 63.4%+8.4pp | 78.8%-7.0pp | 70.7%+1.0pp |
| Annual return | 15.28% | 22.75%-7.5pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $4,557 | $1,905+139.2% | $4,818-5.4% | $2,637+72.8% |
| Participant deferral / active EE | $1,041 | $2,728-61.8% | $5,680-81.7% | $4,528-77.0% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.5% |