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 | Participant loan processing; Claims p... | $8,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $56,165 | $52,293+7.4% | $178,490-68.5% | $73,409-23.5% |
| Participation rate | 79.7% | 65.3%+14.4pp | 81.9%-2.2pp | 72.2%+7.5pp |
| Annual return | 14.00% | 34.75%-20.7pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,286 | $1,735+31.7% | $5,011-54.4% | $2,234+2.3% |
| Participant deferral / active EE | $3,745 | $2,332+60.6% | $5,202-28.0% | $3,805-1.6% |
| Admin fee / account holder | $88 | $127-31.0% | $13,984-99.4% | $158-44.3% |