Filed January 13, 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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $5,732 |
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 | $35,233 | $46,292-23.9% | $143,757-75.5% | $64,808-45.6% |
| Participation rate | 89.7% | 64.2%+25.5pp | 80.3%+9.4pp | 71.5%+18.2pp |
| Annual return | -17.06% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,199 | $1,910+15.2% | $4,951-55.6% | $2,506-12.2% |
| Participant deferral / active EE | $4,232 | $2,646+60.0% | $5,637-24.9% | $4,310-1.8% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |