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) | $40,703 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,446 | $104,475-1.0% | $159,436-35.1% | $79,386+30.3% |
| Participation rate | 91.3% | 76.6%+14.7pp | 82.8%+8.5pp | 70.7%+20.6pp |
| Annual return | 11.31% | 67.95%-56.6pp | 263.57%-252.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $2,023 | $3,417-40.8% | $4,829-58.1% | $2,427-16.7% |
| Participant deferral / active EE | $6,954 | $6,467+7.5% | $7,352-5.4% | $4,046+71.9% |
| Admin fee / account holder | $298 | $711-58.2% | $10,799-97.2% | $626-52.5% |