Filed December 30, 1992
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... | $223 |
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 | $37,960 | $65,061-41.7% | $143,757-73.6% | $66,914-43.3% |
| Participation rate | 65.5% | 65.2%+0.4pp | 80.3%-14.8pp | 69.8%-4.3pp |
| Annual return | -13.88% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,277 | $2,919-56.2% | $5,637-77.3% | $4,237-69.9% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |