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; Recordkeeping and ... | $1,869 |
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 | $37,036 | $91,190-59.4% | $178,490-79.3% | $79,858-53.6% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 20.54% | 24.19%-3.7pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $513 | $3,256-84.2% | $5,011-89.8% | $2,471-79.2% |
| Participant deferral / active EE | $1,749 | $3,236-46.0% | $5,202-66.4% | $3,740-53.2% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |