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 ... | $2,262 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,564 | $56,317-88.3% | $71,209-90.8% | $74,304-91.2% |
| Participation rate | 83.4% | 55.1%+28.3pp | 73.8%+9.7pp | 60.3%+23.1pp |
| Annual return | 12.46% | 42.83%-30.4pp | 282.51%-270.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,271 | $2,788-54.4% | $4,175-69.5% | $3,767-66.2% |
| Admin fee / account holder | $9 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |