Filed June 28, 2002
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 6-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $31,063 |
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 | $23,066 | $61,272-62.4% | $149,673-84.6% | $71,457-67.7% |
| Participation rate | 81.3% | 62.5%+18.8pp | 78.8%+2.5pp | 67.9%+13.4pp |
| Annual return | 18.12% | 35.85%-17.7pp | 134.42%-116.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,427 | $2,378-40.0% | $4,818-70.4% | $2,588-44.8% |
| Participant deferral / active EE | $2,505 | $2,917-14.1% | $5,680-55.9% | $4,289-41.6% |
| Admin fee / account holder | $147 | $1,261-88.4% | $13,210-98.9% | $1,587-90.7% |