Filed December 21, 2016
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... | $827 |
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 | $16,352 | $91,190-82.1% | $178,490-90.8% | $79,858-79.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.08% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,121 | $3,256-65.6% | $5,011-77.6% | $2,471-54.6% |
| Participant deferral / active EE | $2,121 | $3,236-34.5% | $5,202-59.2% | $3,740-43.3% |
| Admin fee / account holder | $6 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |