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 | Recordkeeping and information managem... | $1,321 |
Annual investment return 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 | $6,858 | $61,058-88.8% | $71,209-90.4% | $85,563-92.0% |
| Participation rate | 79.1% | 58.6%+20.5pp | 73.8%+5.3pp | 66.0%+13.1pp |
| Annual return | 11.23% | 100.41%-89.2pp | 282.51%-271.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $297 | $2,199-86.5% | $2,721-89.1% | $2,654-88.8% |
| Participant deferral / active EE | $1,404 | $3,173-55.7% | $4,175-66.4% | $4,375-67.9% |
| Admin fee / account holder | $2 | $855-99.8% | $5,349-100.0% | $834-99.7% |