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... | $720 |
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 | $58,683 | $91,190-35.6% | $178,490-67.1% | $79,858-26.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.35% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,731 | $3,256-16.1% | $5,011-45.5% | $2,471+10.5% |
| Participant deferral / active EE | $7,042 | $3,236+117.6% | $5,202+35.4% | $3,740+88.3% |
| Admin fee / account holder | $4 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |