Filed June 3, 2014
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 | Recordkeeping and information managem... | $1,379 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,898 | $58,264+54.3% | $86,612+3.8% | $71,457+25.8% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | -5.67% | 21.63%-27.3pp | 591.07%-596.7pp | 28.85%-34.5pp |
| Employer contribution / active EE | $2,115 | $2,574-17.8% | $3,022-30.0% | $2,588-18.3% |
| Participant deferral / active EE | $2,762 | $3,436-19.6% | $4,438-37.8% | $4,289-35.6% |
| Admin fee / account holder | $5 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |