Filed June 7, 2014
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 9-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 | Account maintenance fees; Participant... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,612 | $46,292-79.2% | $143,757-93.3% | $64,808-85.2% |
| Participation rate | 89.4% | 64.2%+25.2pp | 80.3%+9.1pp | 71.5%+17.9pp |
| Annual return | -14.84% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,321 | $1,910-30.8% | $4,951-73.3% | $2,506-47.3% |
| Participant deferral / active EE | $1,284 | $2,646-51.5% | $5,637-77.2% | $4,310-70.2% |
| Admin fee / account holder | $11 | $154-92.6% | $14,673-99.9% | $188-93.9% |