Filed May 6, 2012
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 7-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 | Claims processing; Account maintenanc... | $1,868 |
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 | $32,024 | $85,202-62.4% | $172,739-81.5% | $72,985-56.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.79% | 27.32%-5.5pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $462 | $3,324-86.1% | $5,143-91.0% | $2,440-81.1% |
| Participant deferral / active EE | $1,772 | $3,260-45.7% | $5,198-65.9% | $3,607-50.9% |
| Admin fee / account holder | $9 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |