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... | $2,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,120 | $62,928-60.1% | $172,739-85.5% | $67,579-62.8% |
| Participation rate | 69.8% | 64.5%+5.3pp | 82.6%-12.9pp | 71.3%-1.5pp |
| Annual return | 18.12% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $64 | $1,636-96.1% | $5,143-98.8% | $2,148-97.0% |
| Participant deferral / active EE | $1,137 | $2,145-47.0% | $5,198-78.1% | $3,539-67.9% |
| Admin fee / account holder | $8 | $167-94.9% | $13,954-99.9% | $142-94.1% |