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 |
|---|---|---|
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 125 PARK AVENUE · NEW YORK, NY 100175529 | Advisory (Plan) | $36,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,059 | $89,652-6.2% | $141,162-40.5% | $65,185+29.0% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.4pp | 70.2%+16.6pp |
| Annual return | 19.56% | 32.79%-13.2pp | 71.39%-51.8pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,643 | $3,065-46.4% | $4,735-65.3% | $2,177-24.5% |
| Participant deferral / active EE | $6,499 | $5,691+14.2% | $6,709-3.1% | $3,514+85.0% |
| Admin fee / account holder | $263 | $569-53.8% | $10,261-97.4% | $847-69.0% |