Filed June 2, 2005
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.
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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; Recordke... | $1,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,599 | $47,105+1.0% | $68,368-30.4% | $67,986-30.0% |
| Participation rate | 92.4% | 51.8%+40.6pp | 73.8%+18.6pp | 57.2%+35.2pp |
| Annual return | 14.91% | 48.37%-33.5pp | 292.57%-277.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,751 | $1,859-5.8% | $2,649-33.9% | $2,019-13.3% |
| Participant deferral / active EE | $3,610 | $2,374+52.1% | $4,123-12.4% | $3,358+7.5% |
| Admin fee / account holder | $8 | $2,435-99.7% | $5,150-99.8% | $3,203-99.7% |