See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,323 | $60,323-89.5% | $81,812-92.3% | $74,495-91.5% |
| Participation rate | 77.8% | 62.9%+15.0pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 16.22% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,128 | $3,387-66.7% | $4,319-73.9% | $4,346-74.0% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |