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 |
|---|---|---|
Service code 27 125 PARK AVE FL 25 · NEW YORK, NY 100175550 | Advisory (Plan) | $32,857 |
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 | $100,213 | $99,957+0.3% | $149,696-33.1% | $73,488+36.4% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 17.48% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,924 | $3,191-39.7% | $4,644-58.6% | $2,270-15.3% |
| Participant deferral / active EE | $6,271 | $6,073+3.3% | $6,842-8.3% | $3,740+67.7% |
| Admin fee / account holder | $215 | $551-60.9% | $9,309-97.7% | $513-58.1% |