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 | Claims processing; Recordkeeping and ... | $2,597 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,271 | $46,292-62.7% | $143,757-88.0% | $64,808-73.4% |
| Participation rate | 91.7% | 64.2%+27.5pp | 80.3%+11.4pp | 71.5%+20.2pp |
| Annual return | -17.35% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $707 | $1,910-63.0% | $4,951-85.7% | $2,506-71.8% |
| Participant deferral / active EE | $1,300 | $2,646-50.9% | $5,637-76.9% | $4,310-69.8% |
| Admin fee / account holder | $6 | $154-96.1% | $14,673-100.0% | $188-96.8% |