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 | Recordkeeping and information managem... | $12,319 |
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 | $46,322 | $50,815-8.8% | $155,509-70.2% | $77,643-40.3% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 16.59% | 34.80%-18.2pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,652 | $1,993+33.1% | $4,672-43.2% | $2,726-2.7% |
| Participant deferral / active EE | $5,016 | $2,822+77.8% | $5,626-10.8% | $4,647+7.9% |
| Admin fee / account holder | $7 | $437-98.3% | $15,912-100.0% | $430-98.3% |