Filed January 3, 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 | Recordkeeping and information managem... | $5,815 |
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 | $13,836 | $65,061-78.7% | $143,757-90.4% | $66,914-79.3% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -14.02% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,047 | $2,361-55.7% | $4,951-78.9% | $2,544-58.9% |
| Participant deferral / active EE | $1,223 | $2,919-58.1% | $5,637-78.3% | $4,237-71.1% |
| Admin fee / account holder | $8 | $502-98.5% | $14,673-99.9% | $593-98.7% |