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 | Participant loan processing; Recordke... | $4,228 |
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 | $40,131 | $47,126-14.8% | $149,673-73.2% | $74,419-46.1% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+18.0pp | 70.7%+26.0pp |
| Annual return | 18.19% | 22.75%-4.6pp | 134.42%-116.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,381 | $1,905+25.0% | $4,818-50.6% | $2,637-9.7% |
| Participant deferral / active EE | $4,448 | $2,728+63.1% | $5,680-21.7% | $4,528-1.8% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |