Filed June 8, 2009
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... | $0 |
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 | $52,695 | $54,350-3.0% | $82,719-36.3% | $68,494-23.1% |
| Participation rate | 74.0% | 63.9%+10.1pp | 72.6%+1.5pp | 67.9%+6.1pp |
| Annual return | -13.28% | -13.67%+0.4pp | 701.18%-714.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,736 | $2,218-21.7% | $3,009-42.3% | $2,596-33.1% |
| Participant deferral / active EE | $4,888 | $3,246+50.6% | $4,395+11.2% | $4,027+21.4% |
| Admin fee / account holder | $8 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |