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 10-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 | Recordkeeping and information managem... | $590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,738 | $51,620-65.6% | $90,281-80.4% | $65,185-72.8% |
| Participation rate | 82.1% | 68.6%+13.5pp | 73.3%+8.8pp | 70.2%+11.9pp |
| Annual return | 51.40% | 24.94%+26.5pp | 78.10%-26.7pp | 29.38%+22.0pp |
| Employer contribution / active EE | $181 | $2,235-91.9% | $2,854-93.7% | $2,177-91.7% |
| Participant deferral / active EE | $1,110 | $2,871-61.3% | $3,885-71.4% | $3,514-68.4% |
| Admin fee / account holder | $5 | $384-98.8% | $5,351-99.9% | $847-99.5% |