Filed February 11, 2011
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... | $2,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,745 | $58,290-45.5% | $98,442-67.8% | $86,799-63.4% |
| Participation rate | 45.3% | 68.3%-23.1pp | 73.3%-28.1pp | 72.3%-27.0pp |
| Annual return | 15.52% | 43.48%-28.0pp | 1492.73%-1477.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $779 | $2,008-61.2% | $2,960-73.7% | $2,405-67.6% |
| Participant deferral / active EE | $995 | $3,152-68.4% | $4,276-76.7% | $4,131-75.9% |
| Admin fee / account holder | $9 | $138-93.2% | $5,949-99.8% | $170-94.5% |