Filed August 30, 1999
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... | $1,010 |
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 | $48,519 | $49,915-2.8% | $154,803-68.7% | $74,304-34.7% |
| Participation rate | 92.0% | 54.0%+38.1pp | 78.1%+14.0pp | 60.3%+31.7pp |
| Annual return | 17.01% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,789 | $1,611+73.1% | $4,305-35.2% | $2,241+24.4% |
| Participant deferral / active EE | $2,933 | $2,255+30.1% | $5,540-47.1% | $3,767-22.2% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |