Filed February 1, 2013
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 | Recordkeeping and information managem... | $2,505 |
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 | $21,043 | $56,485-62.7% | $185,823-88.7% | $86,799-75.8% |
| Participation rate | 86.9% | 65.5%+21.4pp | 81.7%+5.2pp | 72.3%+14.6pp |
| Annual return | 16.19% | 118.04%-101.8pp | 122.05%-105.9pp | 97.91%-81.7pp |
| Employer contribution / active EE | $628 | $1,843-65.9% | $5,167-87.8% | $2,405-73.9% |
| Participant deferral / active EE | $1,087 | $2,553-57.4% | $5,568-80.5% | $4,131-73.7% |
| Admin fee / account holder | $6 | $150-95.9% | $16,237-100.0% | $170-96.4% |