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 | Participant loan processing; Claims p... | $1,672 |
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 | $16,766 | $47,126-64.4% | $149,673-88.8% | $74,419-77.5% |
| Participation rate | 77.6% | 63.4%+14.2pp | 78.8%-1.2pp | 70.7%+6.8pp |
| Annual return | 21.79% | 22.75%-1.0pp | 134.42%-112.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $534 | $1,905-72.0% | $4,818-88.9% | $2,637-79.8% |
| Participant deferral / active EE | $1,034 | $2,728-62.1% | $5,680-81.8% | $4,528-77.2% |
| Admin fee / account holder | $3 | $343-99.0% | $13,210-100.0% | $348-99.0% |