Filed July 1, 2004
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 28 · EIN 59-2937883 | Investment Management | $29,167 |
ROSALIND FRANKLIN UNIV/MED & SCI1 year Service code 14 · EIN 36-2181973 | Plan Administrator | $9,425 |
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 | $78,938 | $70,083+12.6% | $59,878+31.8% | $55,725+41.7% |
| Participation rate | 97.8% | 78.4%+19.5pp | 74.7%+23.1pp | 70.9%+27.0pp |
| Annual return | -2.23% | 3.13%-5.4pp | 3.46%-5.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,227 | $3,079+37.3% | $3,402+24.2% | $3,356+26.0% |
| Admin fee / account holder | $31 | $70-55.6% | $3,590-99.1% | $115-72.9% |