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 | Participant loan processing; Claims p... | $1,385 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,535 | $65,557-54.9% | $64,056-53.9% | $71,457-58.7% |
| Participation rate | 63.6% | 73.2%-9.5pp | 72.3%-8.7pp | 67.9%-4.3pp |
| Annual return | 15.11% | 18.94%-3.8pp | 33.69%-18.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,049 | $2,669-60.7% | $2,747-61.8% | $2,588-59.4% |
| Participant deferral / active EE | $1,408 | $3,626-61.2% | $3,880-63.7% | $4,289-67.2% |
| Admin fee / account holder | $6 | $616-99.0% | $3,068-99.8% | $1,587-99.6% |