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 | Account maintenance fees; Participant... | $4,377 |
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 | $15,385 | $50,815-69.7% | $155,509-90.1% | $77,643-80.2% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.5pp | 70.6%+19.2pp |
| Annual return | 12.79% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,132 | $1,993-43.2% | $4,672-75.8% | $2,726-58.5% |
| Participant deferral / active EE | $1,016 | $2,822-64.0% | $5,626-82.0% | $4,647-78.1% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.3% |