Filed September 19, 2023 (most recent of 3 filings on file)
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 5-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 | Recordkeeping and information managem... | $2,477 |
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 | $36,821 | $60,323-39.0% | $81,812-55.0% | $74,495-50.6% |
| Participation rate | 93.0% | 62.9%+30.1pp | 72.3%+20.7pp | 67.2%+25.8pp |
| Annual return | 16.85% | 16.90%-0.1pp | 773.79%-756.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $4,346 | $2,620+65.9% | $2,912+49.2% | $2,623+65.7% |
| Participant deferral / active EE | $3,289 | $3,387-2.9% | $4,319-23.8% | $4,346-24.3% |
| Admin fee / account holder | $11 | $1,486-99.3% | $7,386-99.9% | $1,942-99.4% |