Filed December 2, 2011
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... | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,350 | $77,899-44.4% | $149,673-71.0% | $75,163-42.3% |
| Participation rate | 60.8% | 65.6%-4.8pp | 78.8%-17.9pp | 67.2%-6.4pp |
| Annual return | 8.91% | 31.72%-22.8pp | 134.42%-125.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $2,523 | $3,137-19.6% | $4,818-47.6% | $2,670-5.5% |
| Participant deferral / active EE | $1,271 | $3,411-62.8% | $5,680-77.6% | $4,125-69.2% |
| Admin fee / account holder | $3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |