Filed December 20, 2012
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... | $867 |
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 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 | $18,835 | $49,227-61.7% | $70,449-73.3% | $79,858-76.4% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.2pp | 69.6%+28.6pp |
| Annual return | 9.48% | 30.06%-20.6pp | 109.03%-99.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,241 | $2,768-55.2% | $3,709-66.5% | $3,740-66.8% |
| Admin fee / account holder | $10 | $2,878-99.7% | $3,845-99.7% | $5,306-99.8% |