Filed December 25, 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... | $749 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,576 | $85,202-43.0% | $172,739-71.9% | $72,985-33.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.25% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,638 | $3,324-20.6% | $5,143-48.7% | $2,440+8.1% |
| Participant deferral / active EE | $7,823 | $3,260+140.0% | $5,198+50.5% | $3,607+116.9% |
| Admin fee / account holder | $4 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |