Filed September 20, 2013 (most recent of 2 filings on file)
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 ... | $3,028 |
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 | $55,571 | $50,820+9.3% | $155,567-64.3% | $77,671-28.5% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 18.25% | 34.85%-16.6pp | 64.74%-46.5pp | 31.21%-13.0pp |
| Employer contribution / active EE | $4,998 | $1,993+150.8% | $4,674+6.9% | $2,726+83.3% |
| Participant deferral / active EE | $3,672 | $2,823+30.1% | $5,628-34.8% | $4,648-21.0% |
| Admin fee / account holder | $5 | $436-99.0% | $15,916-100.0% | $430-98.9% |