Filed October 11, 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 | Participant loan processing; Account ... | $7,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,530 | $65,908-88.6% | $81,812-90.8% | $77,643-90.3% |
| Participation rate | 79.1% | 65.8%+13.3pp | 72.3%+6.7pp | 70.6%+8.5pp |
| Annual return | 24.82% | 26.64%-1.8pp | 773.79%-749.0pp | 31.24%-6.4pp |
| Employer contribution / active EE | $229 | $2,370-90.3% | $2,912-92.1% | $2,726-91.6% |
| Participant deferral / active EE | $1,240 | $3,505-64.6% | $4,319-71.3% | $4,647-73.3% |
| Admin fee / account holder | $15 | $526-97.2% | $7,386-99.8% | $430-96.6% |