Filed January 18, 2013
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 |
|---|---|---|
Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 2001 US HIGHWAY 46 · PARSIPPANY, NJ 070541315 | Advisory (Plan) | $31,483 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Float re... | $7,030 |
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 | $79,752 | $73,102+9.1% | $123,544-35.4% | $56,287+41.7% |
| Participation rate | 91.0% | 74.3%+16.7pp | 82.3%+8.7pp | 69.9%+21.1pp |
| Annual return | -4.14% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,207 | $2,977-25.9% | $4,628-52.3% | $2,111+4.5% |
| Participant deferral / active EE | $7,082 | $5,423+30.6% | $6,426+10.2% | $3,350+111.4% |
| Admin fee / account holder | $275 | $554-50.3% | $9,284-97.0% | $521-47.2% |