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 | Claims processing; Participant loan p... | $2,424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,201 | $47,126-67.7% | $149,673-89.8% | $74,419-79.6% |
| Participation rate | 86.6% | 63.4%+23.2pp | 78.8%+7.8pp | 70.7%+15.9pp |
| Annual return | 16.86% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $999 | $1,905-47.5% | $4,818-79.3% | $2,637-62.1% |
| Participant deferral / active EE | $993 | $2,728-63.6% | $5,680-82.5% | $4,528-78.1% |
| Admin fee / account holder | $6 | $343-98.1% | $13,210-100.0% | $348-98.1% |