Filed January 9, 2003
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 | Participant loan processing; Account ... | $3,352 |
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 | $20,668 | $52,953-61.0% | $172,739-88.0% | $65,185-68.3% |
| Participation rate | 95.3% | 66.2%+29.1pp | 82.6%+12.6pp | 70.2%+25.1pp |
| Annual return | 20.54% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $724 | $2,190-66.9% | $5,143-85.9% | $2,177-66.7% |
| Participant deferral / active EE | $1,343 | $2,471-45.7% | $5,198-74.2% | $3,514-61.8% |
| Admin fee / account holder | $11 | $472-97.8% | $13,954-99.9% | $847-98.8% |