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 | Account maintenance fees; Claims proc... | $4,352 |
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 | $20,288 | $47,722-57.5% | $82,719-75.5% | $64,808-68.7% |
| Participation rate | 80.1% | 67.6%+12.4pp | 72.6%+7.5pp | 71.5%+8.6pp |
| Annual return | -13.11% | -13.05%-0.1pp | 701.18%-714.3pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,291 | $2,179-40.8% | $3,009-57.1% | $2,506-48.5% |
| Participant deferral / active EE | $1,062 | $3,329-68.1% | $4,395-75.8% | $4,310-75.4% |
| Admin fee / account holder | $10 | $143-93.3% | $5,329-99.8% | $188-94.9% |