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 | Account maintenance fees; Participant... | $934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,635 | $81,248-43.8% | $155,509-70.7% | $80,856-43.6% |
| Participation rate | 68.4% | 66.2%+2.1pp | 78.2%-9.8pp | 67.6%+0.7pp |
| Annual return | 12.16% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,016 | $3,100-2.7% | $4,672-35.5% | $2,755+9.5% |
| Participant deferral / active EE | $1,486 | $3,452-57.0% | $5,626-73.6% | $4,296-65.4% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |