Filed November 30, 2011
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 | Claims processing; Recordkeeping and ... | $3,626 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,536 | $47,126-73.4% | $149,673-91.6% | $74,419-83.2% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.6pp | 70.7%+16.6pp |
| Annual return | 14.60% | 22.75%-8.2pp | 134.42%-119.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $26 | $1,905-98.6% | $4,818-99.5% | $2,637-99.0% |
| Participant deferral / active EE | $1,835 | $2,728-32.7% | $5,680-67.7% | $4,528-59.5% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |