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; Account ... | $2,515 |
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 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,327 | $69,763-65.1% | $67,502-64.0% | $74,495-67.3% |
| Participation rate | 72.6% | 71.4%+1.2pp | 72.9%-0.3pp | 67.2%+5.4pp |
| Annual return | 13.81% | -40.34%+54.1pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,212 | $2,704-55.2% | $2,731-55.6% | $2,623-53.8% |
| Participant deferral / active EE | $2,036 | $3,636-44.0% | $4,000-49.1% | $4,346-53.2% |
| Admin fee / account holder | $10 | $896-98.9% | $3,998-99.8% | $1,942-99.5% |