Filed January 22, 2015
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 4-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... | $1,045 |
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 | $18,881 | $58,290-67.6% | $98,442-80.8% | $86,799-78.2% |
| Participation rate | 43.0% | 68.3%-25.3pp | 73.3%-30.3pp | 72.3%-29.3pp |
| Annual return | 15.18% | 43.48%-28.3pp | 1492.73%-1477.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $564 | $2,008-71.9% | $2,960-80.9% | $2,405-76.5% |
| Participant deferral / active EE | $1,114 | $3,152-64.7% | $4,276-74.0% | $4,131-73.0% |
| Admin fee / account holder | $3 | $138-97.8% | $5,949-99.9% | $170-98.2% |