Filed April 7, 2015
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 | Recordkeeping and information managem... | $1,731 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,820 | $60,795-50.9% | $69,455-57.1% | $65,185-54.3% |
| Participation rate | 98.3% | 74.9%+23.5pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 28.51% | 17.46%+11.1pp | 28.97%-0.5pp | 29.38%-0.9pp |
| Employer contribution / active EE | $1,201 | $2,452-51.0% | $2,779-56.8% | $2,177-44.8% |
| Participant deferral / active EE | $1,917 | $3,162-39.4% | $3,535-45.8% | $3,514-45.5% |
| Admin fee / account holder | $10 | $314-96.8% | $3,839-99.7% | $847-98.8% |